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 | $247,664 | $175,202+41.4% | $149,673+65.5% | $139,434+77.6% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 19.43% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,208 | $5,474-41.4% | $4,818-33.4% | $4,751-32.5% |
| Participant deferral / active EE | $6,177 | $6,519-5.2% | $5,680+8.8% | $6,710-7.9% |
| Admin fee / account holder | $22,351 | $16,150+38.4% | $13,210+69.2% | $11,403+96.0% |