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 7-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 | $241,866 | $159,602+51.5% | $150,045+61.2% | $142,382+69.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $24,363 | $4,961+391.1% | $4,693+419.1% | $4,299+466.7% |
| Participant deferral / active EE | $19,173 | $8,310+130.7% | $7,997+139.7% | $6,507+194.6% |
| Admin fee / account holder | $15,671 | $14,846+5.6% | $13,435+16.6% | $12,624+24.1% |