See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,774 | $100,773+90.3% | $88,946+115.6% | $142,382+34.7% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 12.40% | 70.18%-57.8pp | 57.82%-45.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,730 | $2,918+62.1% | $2,555+85.1% | $4,299+10.0% |
| Participant deferral / active EE | $10,469 | $5,230+100.2% | $4,581+128.5% | $6,507+60.9% |
| Admin fee / account holder | $1,832 | $9,693-81.1% | $8,261-77.8% | $12,624-85.5% |