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 | $238,682 | $183,519+30.1% | $155,509+53.5% | $145,922+63.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.63% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,392 | $5,313-55.0% | $4,672-48.8% | $4,660-48.7% |
| Participant deferral / active EE | $9,697 | $6,462+50.1% | $5,626+72.4% | $6,688+45.0% |
| Admin fee / account holder | $1,478 | $19,313-92.3% | $15,912-90.7% | $13,397-89.0% |