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 | $191,491 | $96,305+98.8% | $80,569+137.7% | $139,434+37.3% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 12.82% | 1350.08%-1337.3pp | 935.43%-922.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,174 | $3,262-33.4% | $2,723-20.2% | $4,751-54.2% |
| Participant deferral / active EE | $5,044 | $5,232-3.6% | $4,447+13.4% | $6,710-24.8% |
| Admin fee / account holder | $1,423 | $6,599-78.4% | $5,377-73.5% | $11,403-87.5% |