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 | $126,574+64.5% | $106,213+96.0% | $145,922+42.7% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 13.30% | 224.79%-211.5pp | 116.14%-102.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $838 | $3,730-77.5% | $3,171-73.6% | $4,660-82.0% |
| Participant deferral / active EE | $5,206 | $5,724-9.0% | $5,016+3.8% | $6,688-22.2% |
| Admin fee / account holder | $23,113 | $17,304+33.6% | $11,033+109.5% | $13,397+72.5% |