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 | $241,431 | $108,172+123.2% | $77,482+211.6% | $158,922+51.9% |
| Participation rate | 11.8% | 64.4%-52.7pp | 54.2%-42.4pp | 82.0%-70.2pp |
| Annual return | 12.98% | 31.67%-18.7pp | 54.79%-41.8pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,341 | $1,325+1.2% | $986+36.0% | $4,761-71.8% |
| Participant deferral / active EE | $1,147 | $2,456-53.3% | $1,861-38.4% | $5,982-80.8% |
| Admin fee / account holder | $988 | $3,708-73.4% | $2,858-65.4% | $11,246-91.2% |