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 | $249,441 | $127,777+95.2% | $106,548+134.1% | $167,490+48.9% |
| Participation rate | 68.8% | 78.3%-9.5pp | 76.1%-7.4pp | 82.1%-13.4pp |
| Annual return | 18.46% | 33.87%-15.4pp | 26.80%-8.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,857 | $3,427-45.8% | $2,819-34.1% | $4,837-61.6% |
| Participant deferral / active EE | $5,963 | $5,087+17.2% | $4,398+35.6% | $6,341-6.0% |
| Admin fee / account holder | $6,217 | $11,228-44.6% | $7,407-16.1% | $12,309-49.5% |