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 | $237,070 | $226,064+4.9% | $182,532+29.9% | $152,861+55.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.4%-25.3pp |
| Annual return | 18.44% | 192.51%-174.1pp | 148.54%-130.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $7,655 | $4,978+53.8% | $4,076+87.8% | $4,762+60.7% |
| Participant deferral / active EE | $1,655 | $6,368-74.0% | $5,524-70.0% | $5,850-71.7% |
| Admin fee / account holder | $1,896 | $10,703-82.3% | $8,592-77.9% | $11,596-83.7% |