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 | $208,230 | $126,519+64.6% | $106,201+96.1% | $145,959+42.7% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 13.30% | 225.10%-211.8pp | 116.26%-103.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $838 | $3,726-77.5% | $3,170-73.6% | $4,661-82.0% |
| Participant deferral / active EE | $5,206 | $5,716-8.9% | $5,012+3.9% | $6,689-22.2% |
| Admin fee / account holder | $23,113 | $17,312+33.5% | $11,039+109.4% | $13,398+72.5% |