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 | $236,809 | $96,635+145.1% | $86,612+173.4% | $139,434+69.8% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 17.10% | 106.41%-89.3pp | 591.07%-574.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,727 | $3,263+14.2% | $3,022+23.3% | $4,751-21.5% |
| Participant deferral / active EE | $8,124 | $4,836+68.0% | $4,438+83.1% | $6,710+21.1% |
| Admin fee / account holder | $3,203 | $6,408-50.0% | $5,614-43.0% | $11,403-71.9% |