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 | $240,803 | $159,901+50.6% | $146,958+63.9% | $145,922+65.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.52% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,585 | $5,286-13.3% | $4,933-7.0% | $4,660-1.6% |
| Participant deferral / active EE | $9,534 | $8,428+13.1% | $8,070+18.1% | $6,688+42.6% |
| Admin fee / account holder | $6,500 | $15,044-56.8% | $12,998-50.0% | $13,397-51.5% |