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 | $248,842 | $96,484+157.9% | $75,886+227.9% | $152,861+62.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.4%-49.1pp |
| Annual return | 19.48% | 33.98%-14.5pp | 30.76%-11.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $727 | $3,309-78.0% | $2,500-70.9% | $4,762-84.7% |
| Participant deferral / active EE | $8,333 | $4,553+83.0% | $3,603+131.3% | $5,850+42.4% |
| Admin fee / account holder | $789 | $8,078-90.2% | $5,418-85.4% | $11,596-93.2% |