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 | $175,982 | $101,317+73.7% | $146,958+19.8% | $74,495+136.2% |
| Participation rate | 65.3% | 75.5%-10.2pp | 82.2%-16.8pp | 67.2%-1.9pp |
| Annual return | 18.81% | 8730.91%-8712.1pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $4,244 | $3,810+11.4% | $4,933-14.0% | $2,623+61.8% |
| Participant deferral / active EE | $10,183 | $7,303+39.4% | $8,070+26.2% | $4,346+134.3% |
| Admin fee / account holder | $10,793 | $1,739+520.7% | $12,998-17.0% | $1,942+455.8% |