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 | $247,761 | $148,534+66.8% | $135,903+82.3% | $139,434+77.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 14.22% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,665 | $5,243-49.2% | $4,856-45.1% | $4,751-43.9% |
| Participant deferral / active EE | $6,416 | $8,100-20.8% | $7,758-17.3% | $6,710-4.4% |
| Admin fee / account holder | $2,112 | $12,400-83.0% | $10,762-80.4% | $11,403-81.5% |