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 | $243,238 | $201,272+20.9% | $184,203+32.0% | $145,922+66.7% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 17.92% | 29.00%-11.1pp | 28.81%-10.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,154 | $7,022-69.3% | $6,427-66.5% | $4,660-53.8% |
| Participant deferral / active EE | $15,160 | $9,806+54.6% | $9,131+66.0% | $6,688+126.7% |
| Admin fee / account holder | $45,452 | $16,364+177.8% | $13,901+227.0% | $13,397+239.3% |