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 | $175,310 | $115,770+51.4% | $101,248+73.1% | $158,922+10.3% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 14.10% | 56.14%-42.0pp | 46.47%-32.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,975 | $4,175-52.7% | $3,660-46.0% | $4,761-58.5% |
| Participant deferral / active EE | $4,035 | $4,957-18.6% | $4,370-7.7% | $5,982-32.5% |
| Admin fee / account holder | $1,578 | $7,245-78.2% | $5,945-73.5% | $11,246-86.0% |