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 | $219,243 | $157,256+39.4% | $141,162+55.3% | $152,861+43.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 37.04% | 64.32%-27.3pp | 71.39%-34.4pp | 345.32%-308.3pp |
| Employer contribution / active EE | $11,643 | $5,261+121.3% | $4,735+145.9% | $4,762+144.5% |
| Participant deferral / active EE | $6,699 | $7,109-5.8% | $6,709-0.1% | $5,850+14.5% |
| Admin fee / account holder | $16,404 | $12,120+35.3% | $10,261+59.9% | $11,596+41.5% |