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 | $208,949 | $115,770+80.5% | $101,248+106.4% | $158,922+31.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 18.39% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,058 | $4,175-74.7% | $3,660-71.1% | $4,761-77.8% |
| Participant deferral / active EE | $8,095 | $4,957+63.3% | $4,370+85.2% | $5,982+35.3% |
| Admin fee / account holder | $11,719 | $7,245+61.8% | $5,945+97.1% | $11,246+4.2% |