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 | $231,222 | $198,466+16.5% | $170,442+35.7% | $147,584+56.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.56% | 257.29%-246.7pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $7,200 | $6,184+16.4% | $5,433+32.5% | $4,876+47.7% |
| Participant deferral / active EE | $10,500 | $5,629+86.5% | $4,939+112.6% | $5,439+93.1% |
| Admin fee / account holder | $1,019 | $16,852-94.0% | $13,880-92.7% | $10,885-90.6% |