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 | $221,714 | $126,574+75.2% | $106,213+108.7% | $145,922+51.9% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 21.00% | 224.79%-203.8pp | 116.14%-95.1pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,283 | $3,730-12.0% | $3,171+3.5% | $4,660-29.5% |
| Participant deferral / active EE | $9,877 | $5,724+72.6% | $5,016+96.9% | $6,688+47.7% |
| Admin fee / account holder | $38,591 | $17,304+123.0% | $11,033+249.8% | $13,397+188.1% |