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 | $238,679 | $179,726+32.8% | $156,263+52.7% | $142,382+67.6% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 15.12% | 77.86%-62.7pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,305 | $5,069-15.1% | $4,333-0.6% | $4,299+0.1% |
| Participant deferral / active EE | $18,464 | $6,956+165.4% | $6,158+199.8% | $6,507+183.7% |
| Admin fee / account holder | $2,106 | $17,272-87.8% | $14,255-85.2% | $12,624-83.3% |