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 | $236,459 | $100,773+134.6% | $88,946+165.8% | $142,382+66.1% |
| Participation rate | 26.3% | 74.3%-48.0pp | 68.8%-42.5pp | 80.1%-53.8pp |
| Annual return | 18.59% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,279 | $2,918-56.2% | $2,555-50.0% | $4,299-70.3% |
| Participant deferral / active EE | $4,969 | $5,230-5.0% | $4,581+8.5% | $6,507-23.6% |
| Admin fee / account holder | $1,631 | $9,693-83.2% | $8,261-80.3% | $12,624-87.1% |