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 | $207,502 | $115,770+79.2% | $101,248+104.9% | $158,922+30.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 19.72% | 56.14%-36.4pp | 46.47%-26.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,328 | $4,175-44.2% | $3,660-36.4% | $4,761-51.1% |
| Participant deferral / active EE | $3,129 | $4,957-36.9% | $4,370-28.4% | $5,982-47.7% |
| Admin fee / account holder | $2,290 | $7,245-68.4% | $5,945-61.5% | $11,246-79.6% |