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 | $235,349 | $183,963+27.9% | $162,163+45.1% | $152,861+54.0% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.6%-22.8pp | 82.4%-17.7pp |
| Annual return | 30.46% | 150.76%-120.3pp | 115.59%-85.1pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,778 | $6,371-56.4% | $5,614-50.5% | $4,762-41.7% |
| Participant deferral / active EE | $4,450 | $8,034-44.6% | $7,298-39.0% | $5,850-23.9% |
| Admin fee / account holder | $1,347 | $13,121-89.7% | $10,843-87.6% | $11,596-88.4% |