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 | $239,579 | $106,890+124.1% | $84,015+185.2% | $152,861+56.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 16.21% | 104.99%-88.8pp | 71.31%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $835 | $2,734-69.4% | $1,983-57.9% | $4,762-82.5% |
| Participant deferral / active EE | $5,359 | $4,011+33.6% | $3,239+65.5% | $5,850-8.4% |
| Admin fee / account holder | $1,817 | $8,285-78.1% | $6,101-70.2% | $11,596-84.3% |