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 | $224,095 | $183,592+22.1% | $155,567+44.1% | $145,959+53.5% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 38.06% | 61.24%-23.2pp | 64.74%-26.7pp | 561.95%-523.9pp |
| Employer contribution / active EE | $2,265 | $5,315-57.4% | $4,674-51.5% | $4,661-51.4% |
| Participant deferral / active EE | $6,250 | $6,464-3.3% | $5,628+11.1% | $6,689-6.6% |
| Admin fee / account holder | $1,803 | $19,318-90.7% | $15,916-88.7% | $13,398-86.5% |