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 | $197,949 | $129,217+53.2% | $93,406+111.9% | $158,922+24.6% |
| Participation rate | 50.0% | 71.0%-21.0pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 23.20% | 118.21%-95.0pp | 78.05%-54.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,511 | $2,711-44.3% | $2,075-27.2% | $4,761-68.3% |
| Participant deferral / active EE | $2,295 | $3,909-41.3% | $3,126-26.6% | $5,982-61.6% |
| Admin fee / account holder | $3,635 | $7,383-50.8% | $5,230-30.5% | $11,246-67.7% |