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 | $247,338 | $133,958+84.6% | $112,228+120.4% | $134,475+83.9% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -10.90% | 47.11%-58.0pp | 27.45%-38.4pp | 417.96%-428.9pp |
| Employer contribution / active EE | $3,025 | $4,038-25.1% | $3,635-16.8% | $4,740-36.2% |
| Participant deferral / active EE | $6,395 | $5,291+20.9% | $4,728+35.3% | $6,400-0.1% |
| Admin fee / account holder | $1,748 | $7,489-76.7% | $6,410-72.7% | $11,426-84.7% |