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 9-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 | $240,886 | $107,334+124.4% | $92,893+159.3% | $152,861+57.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 24.85% | 145.58%-120.7pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,527 | $4,221-40.1% | $3,653-30.8% | $4,762-46.9% |
| Participant deferral / active EE | $9,946 | $4,845+105.3% | $4,236+134.8% | $5,850+70.0% |
| Admin fee / account holder | $2,100 | $7,079-70.3% | $5,794-63.8% | $11,596-81.9% |