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 | $238,421 | $176,812+34.8% | $146,665+62.6% | $167,490+42.3% |
| Participation rate | 61.9% | 83.6%-21.7pp | 80.1%-18.2pp | 82.1%-20.2pp |
| Annual return | 19.70% | 24.03%-4.3pp | 22.74%-3.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,164 | $5,160-58.1% | $4,136-47.7% | $4,837-55.3% |
| Participant deferral / active EE | $4,814 | $6,440-25.2% | $5,506-12.6% | $6,341-24.1% |
| Admin fee / account holder | $1,650 | $13,259-87.6% | $10,280-83.9% | $12,309-86.6% |