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 | $208,100 | $95,416+118.1% | $185,823+12.0% | $85,850+142.4% |
| Participation rate | 40.5% | 68.8%-28.3pp | 81.7%-41.2pp | 69.3%-28.8pp |
| Annual return | 12.09% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,264 | $3,314-61.9% | $5,167-75.5% | $2,565-50.7% |
| Participant deferral / active EE | $3,703 | $3,423+8.2% | $5,568-33.5% | $3,952-6.3% |
| Admin fee / account holder | $5,603 | $7,213-22.3% | $16,237-65.5% | $6,260-10.5% |