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 | $206,321 | $159,901+29.0% | $146,958+40.4% | $145,922+41.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 19.58% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,835 | $5,286-46.4% | $4,933-42.5% | $4,660-39.2% |
| Participant deferral / active EE | $8,786 | $8,428+4.2% | $8,070+8.9% | $6,688+31.4% |
| Admin fee / account holder | $77,476 | $15,044+415.0% | $12,998+496.1% | $13,397+478.3% |