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 | $225,840 | $157,256+43.6% | $141,162+60.0% | $152,861+47.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 21.23% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,783 | $5,261-28.1% | $4,735-20.1% | $4,762-20.6% |
| Participant deferral / active EE | $8,983 | $7,109+26.4% | $6,709+33.9% | $5,850+53.6% |
| Admin fee / account holder | $953 | $12,120-92.1% | $10,261-90.7% | $11,596-91.8% |