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 | $245,191 | $104,664+134.3% | $85,682+186.2% | $167,490+46.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 14.67% | 21.45%-6.8pp | 21.49%-6.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,813 | $3,337-45.7% | $2,618-30.8% | $4,837-62.5% |
| Participant deferral / active EE | $3,870 | $4,824-19.8% | $3,923-1.4% | $6,341-39.0% |
| Admin fee / account holder | $942 | $10,032-90.6% | $6,873-86.3% | $12,309-92.3% |