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 | $227,715 | $81,460+179.5% | $103,333+120.4% | $80,856+181.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 19.06% | 25.55%-6.5pp | 24.88%-5.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,724 | $3,105-44.5% | $3,868-55.4% | $2,755-37.4% |
| Participant deferral / active EE | $2,682 | $3,869-30.7% | $5,057-47.0% | $4,296-37.6% |
| Admin fee / account holder | $751 | $6,566-88.6% | $8,355-91.0% | $6,918-89.1% |