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 | $221,258 | $109,982+101.2% | $97,226+127.6% | $145,922+51.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 9.14% | 242.90%-233.8pp | 75.13%-66.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $748 | $3,084-75.7% | $2,729-72.6% | $4,660-83.9% |
| Participant deferral / active EE | $2,244 | $4,676-52.0% | $4,264-47.4% | $6,688-66.4% |
| Admin fee / account holder | $3,017 | $6,221-51.5% | $5,654-46.6% | $13,397-77.5% |