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 | $208,560 | $112,881+84.8% | $90,951+129.3% | $158,922+31.2% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 10.52% | 215.79%-205.3pp | 134.60%-124.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,271 | $2,893-56.1% | $2,122-40.1% | $4,761-73.3% |
| Participant deferral / active EE | $4,193 | $4,128+1.6% | $3,373+24.3% | $5,982-29.9% |
| Admin fee / account holder | $4,383 | $8,041-45.5% | $5,959-26.4% | $11,246-61.0% |