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 | $208,928 | $110,261+89.5% | $95,745+118.2% | $139,434+49.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.10% | 27.11%-14.0pp | 28.35%-15.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $911 | $3,257-72.0% | $2,835-67.9% | $4,751-80.8% |
| Participant deferral / active EE | $5,034 | $4,676+7.7% | $4,245+18.6% | $6,710-25.0% |
| Admin fee / account holder | $3,421 | $6,613-48.3% | $5,678-39.8% | $11,403-70.0% |