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 | $233,784 | $67,823+244.7% | $52,425+345.9% | $137,256+70.3% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 16.38% | 219.11%-202.7pp | 302.12%-285.7pp | 220.34%-204.0pp |
| Employer contribution / active EE | $390 | $1,163-66.5% | $914-57.3% | $4,156-90.6% |
| Participant deferral / active EE | $433 | $2,288-81.1% | $1,790-75.8% | $6,407-93.2% |
| Admin fee / account holder | $1,578 | $2,844-44.5% | $2,495-36.8% | $12,270-87.1% |