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 | $188,794 | $112,729+67.5% | $98,716+91.3% | $137,256+37.5% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.3%-21.9pp | 80.0%-32.6pp |
| Annual return | 18.44% | 38.48%-20.0pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,511 | $2,725-44.6% | $2,279-33.7% | $4,156-63.6% |
| Participant deferral / active EE | $6,131 | $4,640+32.1% | $4,048+51.5% | $6,407-4.3% |
| Admin fee / account holder | $9,319 | $10,129-8.0% | $8,703+7.1% | $12,270-24.1% |