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 | $196,494 | $175,202+12.2% | $149,673+31.3% | $139,434+40.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.76% | 166.71%-139.9pp | 134.42%-107.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $4,000 | $5,474-26.9% | $4,818-17.0% | $4,751-15.8% |
| Participant deferral / active EE | $11,250 | $6,519+72.6% | $5,680+98.1% | $6,710+67.7% |
| Admin fee / account holder | $901 | $16,150-94.4% | $13,210-93.2% | $11,403-92.1% |