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 | $192,847 | $118,680+62.5% | $98,907+95.0% | $158,922+21.3% |
| Participation rate | 63.2% | 77.8%-14.7pp | 76.0%-12.9pp | 82.0%-18.8pp |
| Annual return | 19.65% | 372.35%-352.7pp | 196.43%-176.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,676 | $3,333-49.7% | $2,689-37.7% | $4,761-64.8% |
| Participant deferral / active EE | $5,129 | $5,088+0.8% | $4,244+20.8% | $5,982-14.3% |
| Admin fee / account holder | $9,025 | $10,131-10.9% | $6,642+35.9% | $11,246-19.7% |