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 | $239,921 | $106,515+125.2% | $96,683+148.2% | $139,434+72.1% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 21.32% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,716 | $4,103-58.2% | $3,737-54.1% | $4,751-63.9% |
| Participant deferral / active EE | $5,202 | $5,454-4.6% | $4,878+6.6% | $6,710-22.5% |
| Admin fee / account holder | $808 | $7,877-89.7% | $6,730-88.0% | $11,403-92.9% |