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 9-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 | $213,047 | $112,729+89.0% | $98,716+115.8% | $137,256+55.2% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.3%-42.0pp | 80.0%-52.7pp |
| Annual return | 12.29% | 38.48%-26.2pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,578 | $2,725-42.1% | $2,279-30.8% | $4,156-62.0% |
| Participant deferral / active EE | $7,375 | $4,640+58.9% | $4,048+82.2% | $6,407+15.1% |
| Admin fee / account holder | $3,448 | $10,129-66.0% | $8,703-60.4% | $12,270-71.9% |