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 | $223,042 | $88,751+151.3% | $81,812+172.6% | $145,922+52.9% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.3%-3.6pp | 80.3%-11.5pp |
| Annual return | 23.39% | 1025.40%-1002.0pp | 773.79%-750.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,516 | $3,083-18.4% | $2,912-13.6% | $4,660-46.0% |
| Participant deferral / active EE | $6,133 | $4,643+32.1% | $4,319+42.0% | $6,688-8.3% |
| Admin fee / account holder | $3,129 | $8,415-62.8% | $7,386-57.6% | $13,397-76.6% |