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 | $233,530 | $99,921+133.7% | $85,009+174.7% | $145,959+60.0% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 8.84% | 83.89%-75.0pp | 66.47%-57.6pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,631 | $3,233-49.6% | $2,728-40.2% | $4,661-65.0% |
| Participant deferral / active EE | $4,849 | $5,293-8.4% | $4,522+7.2% | $6,689-27.5% |
| Admin fee / account holder | $560 | $7,252-92.3% | $6,153-90.9% | $13,398-95.8% |