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 | $232,044 | $102,966+125.4% | $90,281+157.0% | $152,861+51.8% |
| Participation rate | 14.3% | 75.9%-61.6pp | 73.3%-59.0pp | 82.4%-68.2pp |
| Annual return | 23.83% | 95.16%-71.3pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,102 | $3,139-64.9% | $2,854-61.4% | $4,762-76.8% |
| Participant deferral / active EE | $1,980 | $4,281-53.8% | $3,885-49.0% | $5,850-66.2% |
| Admin fee / account holder | $1,575 | $6,171-74.5% | $5,351-70.6% | $11,596-86.4% |