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 | $234,439 | $162,781+44.0% | $133,956+75.0% | $158,922+47.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 22.24% | 41.94%-19.7pp | 45.09%-22.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,424 | $4,975-71.4% | $3,919-63.7% | $4,761-70.1% |
| Participant deferral / active EE | $2,800 | $5,911-52.6% | $5,048-44.5% | $5,982-53.2% |
| Admin fee / account holder | $18,548 | $11,736+58.0% | $8,927+107.8% | $11,246+64.9% |