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 | $182,712 | $68,346+167.3% | $94,646+93.0% | $75,163+143.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 42.20% | 616.93%-574.7pp | 156.71%-114.5pp | 160.62%-118.4pp |
| Employer contribution / active EE | $2,140 | $2,701-20.8% | $3,672-41.7% | $2,670-19.9% |
| Participant deferral / active EE | $4,187 | $6,537-36.0% | $7,418-43.6% | $4,125+1.5% |
| Admin fee / account holder | $3,612 | $5,326-32.2% | $7,231-50.0% | $5,651-36.1% |