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 | $232,684 | $96,484+141.2% | $75,886+206.6% | $152,861+52.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 33.14% | 33.98%-0.8pp | 30.76%+2.4pp | 345.32%-312.2pp |
| Employer contribution / active EE | $1,770 | $3,309-46.5% | $2,500-29.2% | $4,762-62.8% |
| Participant deferral / active EE | $3,919 | $4,553-13.9% | $3,603+8.8% | $5,850-33.0% |
| Admin fee / account holder | $3,964 | $8,078-50.9% | $5,418-26.8% | $11,596-65.8% |