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 | $226,118 | $86,286+162.1% | $111,297+103.2% | $85,850+163.4% |
| Participation rate | 32.6% | 73.3%-40.8pp | 77.3%-44.8pp | 69.3%-36.8pp |
| Annual return | 13.35% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $912 | $2,043-55.3% | $2,731-66.6% | $2,565-64.4% |
| Participant deferral / active EE | $1,825 | $3,641-49.9% | $4,487-59.3% | $3,952-53.8% |
| Admin fee / account holder | $29,572 | $8,188+261.2% | $7,964+271.3% | $6,260+372.4% |