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 | $237,240 | $148,534+59.7% | $135,903+74.6% | $139,434+70.1% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.5pp | 80.3%-33.0pp |
| Annual return | 20.95% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $4,088 | $5,243-22.0% | $4,856-15.8% | $4,751-14.0% |
| Participant deferral / active EE | $5,796 | $8,100-28.5% | $7,758-25.3% | $6,710-13.6% |
| Admin fee / account holder | $7,785 | $12,400-37.2% | $10,762-27.7% | $11,403-31.7% |