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 | $203,724 | $117,983+72.7% | $101,794+100.1% | $142,382+43.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 17.84% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,447 | $2,773-47.8% | $2,289-36.8% | $4,299-66.3% |
| Participant deferral / active EE | $3,928 | $4,714-16.7% | $4,084-3.8% | $6,507-39.6% |
| Admin fee / account holder | $1,236 | $10,433-88.2% | $8,777-85.9% | $12,624-90.2% |