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 | $218,241 | $138,065+58.1% | $123,544+76.6% | $135,375+61.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 3.71% | 153.68%-150.0pp | 119.20%-115.5pp | 519.73%-516.0pp |
| Employer contribution / active EE | $2,479 | $5,151-51.9% | $4,628-46.4% | $4,779-48.1% |
| Participant deferral / active EE | $8,190 | $6,799+20.5% | $6,426+27.5% | $5,609+46.0% |
| Admin fee / account holder | $20,176 | $10,916+84.8% | $9,284+117.3% | $10,827+86.3% |