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 | $245,433 | $118,427+107.2% | $66,042+271.6% | $142,382+72.4% |
| Participation rate | 23.8% | 68.1%-44.3pp | 67.5%-43.7pp | 80.1%-56.3pp |
| Annual return | 11.86% | 35.57%-23.7pp | 52.11%-40.3pp | 217.08%-205.2pp |
| Employer contribution / active EE | $614 | $2,570-76.1% | $1,579-61.1% | $4,299-85.7% |
| Participant deferral / active EE | $3,415 | $4,311-20.8% | $2,835+20.4% | $6,507-47.5% |
| Admin fee / account holder | $58,320 | $9,593+507.9% | $5,747+914.8% | $12,624+362.0% |