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 | $231,816 | $111,814+107.3% | $93,654+147.5% | $145,959+58.8% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 11.19% | 203.30%-192.1pp | 133.34%-122.2pp | 561.95%-550.8pp |
| Employer contribution / active EE | $968 | $3,092-68.7% | $2,421-60.0% | $4,661-79.2% |
| Participant deferral / active EE | $1,879 | $4,914-61.8% | $4,413-57.4% | $6,689-71.9% |
| Admin fee / account holder | $2,158 | $10,246-78.9% | $8,282-73.9% | $13,398-83.9% |