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 | $226,719 | $106,515+112.9% | $96,683+134.5% | $139,434+62.6% |
| Participation rate | 34.8% | 77.8%-43.1pp | 74.3%-39.6pp | 80.3%-45.5pp |
| Annual return | 14.03% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,266 | $4,103-44.8% | $3,737-39.4% | $4,751-52.3% |
| Participant deferral / active EE | $3,663 | $5,454-32.8% | $4,878-24.9% | $6,710-45.4% |
| Admin fee / account holder | $56,672 | $7,877+619.5% | $6,730+742.1% | $11,403+397.0% |