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 9-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 | $241,256 | $183,519+31.5% | $155,509+55.1% | $145,922+65.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 29.52% | 61.17%-31.6pp | 64.67%-35.1pp | 561.29%-531.8pp |
| Employer contribution / active EE | $3,395 | $5,313-36.1% | $4,672-27.3% | $4,660-27.1% |
| Participant deferral / active EE | $8,046 | $6,462+24.5% | $5,626+43.0% | $6,688+20.3% |
| Admin fee / account holder | $128,013 | $19,313+562.8% | $15,912+704.5% | $13,397+855.5% |