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 | $245,833 | $137,414+78.9% | $189,513+29.7% | $85,850+186.4% |
| Participation rate | 69.6% | 84.6%-15.0pp | 87.8%-18.2pp | 69.3%+0.3pp |
| Annual return | 15.17% | 38.14%-23.0pp | 555.15%-540.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,859 | $4,344-57.2% | $6,162-69.8% | $2,565-27.5% |
| Participant deferral / active EE | $4,459 | $6,260-28.8% | $8,221-45.8% | $3,952+12.8% |
| Admin fee / account holder | $9,913 | $8,630+14.9% | $12,045-17.7% | $6,260+58.4% |