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 | $215,172 | $110,502+94.7% | $80,716+166.6% | $167,490+28.5% |
| Participation rate | 21.1% | 64.0%-42.9pp | 54.2%-33.1pp | 82.1%-61.1pp |
| Annual return | 14.79% | 120.54%-105.8pp | 87.28%-72.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $762 | $1,543-50.6% | $1,160-34.3% | $4,837-84.3% |
| Participant deferral / active EE | $2,954 | $2,871+2.9% | $2,146+37.7% | $6,341-53.4% |
| Admin fee / account holder | $4,078 | $4,545-10.3% | $3,380+20.6% | $12,309-66.9% |