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 | $205,823 | $108,172+90.3% | $77,482+165.6% | $158,922+29.5% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 12.79% | 31.67%-18.9pp | 54.79%-42.0pp | 302.83%-290.0pp |
| Employer contribution / active EE | $244 | $1,325-81.6% | $986-75.2% | $4,761-94.9% |
| Participant deferral / active EE | $1,715 | $2,456-30.2% | $1,861-7.8% | $5,982-71.3% |
| Admin fee / account holder | $2,653 | $3,708-28.4% | $2,858-7.2% | $11,246-76.4% |