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 8-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 | $215,772 | $97,125+122.2% | $86,233+150.2% | $137,256+57.2% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.0%-38.2pp | 80.0%-49.2pp |
| Annual return | 10.92% | 74.19%-63.3pp | 61.39%-50.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,193 | $2,841-58.0% | $2,504-52.4% | $4,156-71.3% |
| Participant deferral / active EE | $3,304 | $5,180-36.2% | $4,559-27.5% | $6,407-48.4% |
| Admin fee / account holder | $1,856 | $9,725-80.9% | $8,342-77.8% | $12,270-84.9% |