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 5-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 | $227,953 | $104,974+117.2% | $95,585+138.5% | $142,382+60.1% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 15.37% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $826 | $2,779-70.3% | $2,527-67.3% | $4,299-80.8% |
| Participant deferral / active EE | $6,142 | $4,352+41.1% | $4,023+52.7% | $6,507-5.6% |
| Admin fee / account holder | $1,282 | $6,386-79.9% | $6,127-79.1% | $12,624-89.8% |