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 | $222,794 | $149,734+48.8% | $118,925+87.3% | $158,922+40.2% |
| Participation rate | 52.4% | 82.1%-29.7pp | 75.4%-23.0pp | 82.0%-29.6pp |
| Annual return | 12.23% | 19.95%-7.7pp | 35.88%-23.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,180 | $4,115-71.3% | $3,263-63.8% | $4,761-75.2% |
| Participant deferral / active EE | $5,049 | $5,223-3.3% | $4,265+18.4% | $5,982-15.6% |
| Admin fee / account holder | $1,537 | $8,603-82.1% | $6,581-76.6% | $11,246-86.3% |