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 | $219,908 | $96,635+127.6% | $86,612+153.9% | $139,434+57.7% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 15.51% | 106.41%-90.9pp | 591.07%-575.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $464 | $3,263-85.8% | $3,022-84.6% | $4,751-90.2% |
| Participant deferral / active EE | $10,714 | $4,836+121.6% | $4,438+141.4% | $6,710+59.7% |
| Admin fee / account holder | $1,987 | $6,408-69.0% | $5,614-64.6% | $11,403-82.6% |