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 | $232,391 | $183,963+26.3% | $162,163+43.3% | $152,861+52.0% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.4%-42.4pp |
| Annual return | 22.15% | 150.76%-128.6pp | 115.59%-93.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,774 | $6,371-40.8% | $5,614-32.8% | $4,762-20.7% |
| Participant deferral / active EE | $3,443 | $8,034-57.1% | $7,298-52.8% | $5,850-41.1% |
| Admin fee / account holder | $2,821 | $13,121-78.5% | $10,843-74.0% | $11,596-75.7% |