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 | $229,256 | $175,202+30.9% | $149,673+53.2% | $139,434+64.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.89% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,418 | $5,474-74.1% | $4,818-70.6% | $4,751-70.2% |
| Participant deferral / active EE | $7,538 | $6,519+15.6% | $5,680+32.7% | $6,710+12.3% |
| Admin fee / account holder | $10,196 | $16,150-36.9% | $13,210-22.8% | $11,403-10.6% |