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 | $111,724+107.5% | $93,606+147.7% | $145,922+58.9% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 11.19% | 202.98%-191.8pp | 133.20%-122.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $968 | $3,090-68.7% | $2,420-60.0% | $4,660-79.2% |
| Participant deferral / active EE | $1,879 | $4,912-61.8% | $4,411-57.4% | $6,688-71.9% |
| Admin fee / account holder | $2,158 | $10,250-78.9% | $8,285-74.0% | $13,397-83.9% |