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 | $203,593 | $74,888+171.9% | $71,209+185.9% | $142,382+43.0% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 15.71% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $537 | $2,854-81.2% | $2,721-80.3% | $4,299-87.5% |
| Participant deferral / active EE | $11,741 | $4,454+163.6% | $4,175+181.2% | $6,507+80.4% |
| Admin fee / account holder | $1,988 | $5,568-64.3% | $5,349-62.8% | $12,624-84.3% |