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 | $210,941 | $111,724+88.8% | $93,606+125.3% | $145,922+44.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 11.08% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,249 | $3,090+37.5% | $2,420+75.6% | $4,660-8.8% |
| Participant deferral / active EE | $8,191 | $4,912+66.8% | $4,411+85.7% | $6,688+22.5% |
| Admin fee / account holder | $909 | $10,250-91.1% | $8,285-89.0% | $13,397-93.2% |