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 | $201,763 | $117,983+71.0% | $101,794+98.2% | $142,382+41.7% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.2%-25.4pp | 80.1%-36.4pp |
| Annual return | 32.13% | 36.92%-4.8pp | 30.53%+1.6pp | 217.08%-184.9pp |
| Employer contribution / active EE | $957 | $2,773-65.5% | $2,289-58.2% | $4,299-77.7% |
| Participant deferral / active EE | $2,745 | $4,714-41.8% | $4,084-32.8% | $6,507-57.8% |
| Admin fee / account holder | $4,320 | $10,433-58.6% | $8,777-50.8% | $12,624-65.8% |