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 | $187,726 | $175,202+7.1% | $149,673+25.4% | $139,434+34.6% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 47.75% | 166.71%-119.0pp | 134.42%-86.7pp | 372.94%-325.2pp |
| Employer contribution / active EE | $1,861 | $5,474-66.0% | $4,818-61.4% | $4,751-60.8% |
| Participant deferral / active EE | $12,500 | $6,519+91.8% | $5,680+120.1% | $6,710+86.3% |
| Admin fee / account holder | $5,718 | $16,150-64.6% | $13,210-56.7% | $11,403-49.9% |