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 | $201,269 | $112,729+78.5% | $98,716+103.9% | $137,256+46.6% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.3%-47.1pp | 80.0%-57.7pp |
| Annual return | 17.03% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $735 | $2,725-73.0% | $2,279-67.7% | $4,156-82.3% |
| Participant deferral / active EE | $2,195 | $4,640-52.7% | $4,048-45.8% | $6,407-65.7% |
| Admin fee / account holder | $49,311 | $10,129+386.9% | $8,703+466.6% | $12,270+301.9% |