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 | $201,362 | $144,119+39.7% | $117,854+70.9% | $147,584+36.4% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 14.05% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,253 | $4,896-54.0% | $3,786-40.5% | $4,876-53.8% |
| Participant deferral / active EE | $4,538 | $5,316-14.6% | $4,482+1.2% | $5,439-16.6% |
| Admin fee / account holder | $4,680 | $10,886-57.0% | $8,020-41.6% | $10,885-57.0% |