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 | $234,972 | $183,519+28.0% | $155,509+51.1% | $145,922+61.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.43% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $9,997 | $5,313+88.2% | $4,672+114.0% | $4,660+114.6% |
| Participant deferral / active EE | $4,062 | $6,462-37.1% | $5,626-27.8% | $6,688-39.3% |
| Admin fee / account holder | $197,849 | $19,313+924.4% | $15,912+1143.4% | $13,397+1376.8% |