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 | $228,549 | $110,502+106.8% | $80,716+183.2% | $167,490+36.5% |
| Participation rate | 30.0% | 64.0%-34.0pp | 54.2%-24.2pp | 82.1%-52.1pp |
| Annual return | 12.82% | 120.54%-107.7pp | 87.28%-74.5pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,212 | $1,543-21.4% | $1,160+4.5% | $4,837-74.9% |
| Participant deferral / active EE | $3,976 | $2,871+38.5% | $2,146+85.3% | $6,341-37.3% |
| Admin fee / account holder | $2,261 | $4,545-50.3% | $3,380-33.1% | $12,309-81.6% |