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 | $230,454 | $106,515+116.4% | $96,683+138.4% | $139,434+65.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.69% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,352 | $4,103-42.7% | $3,737-37.0% | $4,751-50.5% |
| Participant deferral / active EE | $7,667 | $5,454+40.6% | $4,878+57.2% | $6,710+14.3% |
| Admin fee / account holder | $3,699 | $7,877-53.0% | $6,730-45.0% | $11,403-67.6% |