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 | $214,682 | $58,208+268.8% | $81,812+162.4% | $80,856+165.5% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.3%-32.3pp | 67.6%-27.6pp |
| Annual return | 26.24% | 41.66%-15.4pp | 773.79%-747.5pp | 35.59%-9.4pp |
| Employer contribution / active EE | $1,143 | $2,340-51.2% | $2,912-60.8% | $2,755-58.5% |
| Participant deferral / active EE | $2,207 | $3,281-32.7% | $4,319-48.9% | $4,296-48.6% |
| Admin fee / account holder | $4,512 | $4,981-9.4% | $7,386-38.9% | $6,918-34.8% |