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 9-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 | $246,011 | $115,770+112.5% | $101,248+143.0% | $158,922+54.8% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 15.19% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,422 | $4,175-65.9% | $3,660-61.2% | $4,761-70.1% |
| Participant deferral / active EE | $3,554 | $4,957-28.3% | $4,370-18.7% | $5,982-40.6% |
| Admin fee / account holder | $2,133 | $7,245-70.6% | $5,945-64.1% | $11,246-81.0% |