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 | $246,769 | $99,918+147.0% | $81,382+203.2% | $145,922+69.1% |
| Participation rate | 54.5% | 74.2%-19.6pp | 69.5%-14.9pp | 80.3%-25.7pp |
| Annual return | 11.08% | 34.32%-23.2pp | 24.73%-13.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,683 | $2,978-43.5% | $2,463-31.7% | $4,660-63.9% |
| Participant deferral / active EE | $4,119 | $4,605-10.6% | $3,883+6.1% | $6,688-38.4% |
| Admin fee / account holder | $2,760 | $8,212-66.4% | $5,768-52.2% | $13,397-79.4% |