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 | $247,242 | $107,334+130.3% | $92,893+166.2% | $152,861+61.7% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.4%-62.4pp |
| Annual return | 22.43% | 145.58%-123.1pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,287 | $4,221-69.5% | $3,653-64.8% | $4,762-73.0% |
| Participant deferral / active EE | $5,162 | $4,845+6.5% | $4,236+21.8% | $5,850-11.8% |
| Admin fee / account holder | $1,337 | $7,079-81.1% | $5,794-76.9% | $11,596-88.5% |