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 | $248,479 | $183,519+35.4% | $155,509+59.8% | $145,922+70.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.37% | 61.17%-41.8pp | 64.67%-45.3pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,000 | $5,313-24.7% | $4,672-14.4% | $4,660-14.2% |
| Participant deferral / active EE | $11,500 | $6,462+78.0% | $5,626+104.4% | $6,688+72.0% |
| Admin fee / account holder | $120,644 | $19,313+524.7% | $15,912+658.2% | $13,397+800.5% |