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 | $201,562 | $127,065+58.6% | $113,168+78.1% | $142,382+41.6% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 20.89% | 24.03%-3.1pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,904 | $3,442-44.7% | $2,975-36.0% | $4,299-55.7% |
| Participant deferral / active EE | $3,726 | $5,716-34.8% | $5,107-27.0% | $6,507-42.7% |
| Admin fee / account holder | $2,327 | $15,736-85.2% | $12,068-80.7% | $12,624-81.6% |