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 | $249,800 | $99,652+150.7% | $78,778+217.1% | $147,584+69.3% |
| Participation rate | 14.3% | 76.2%-61.9pp | 69.2%-54.9pp | 82.8%-68.5pp |
| Annual return | 17.83% | 47.28%-29.5pp | 35.62%-17.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $398 | $2,796-85.8% | $1,986-80.0% | $4,876-91.8% |
| Participant deferral / active EE | $3,429 | $3,664-6.4% | $2,958+15.9% | $5,439-37.0% |
| Admin fee / account holder | $57,292 | $7,155+700.7% | $5,134+1016.0% | $10,885+426.3% |