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 | $214,825 | $180,449+19.1% | $154,107+39.4% | $135,375+58.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 5.85% | 888.09%-882.2pp | 735.12%-729.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $2,204 | $6,035-63.5% | $5,298-58.4% | $4,779-53.9% |
| Participant deferral / active EE | $2,697 | $5,806-53.6% | $5,081-46.9% | $5,609-51.9% |
| Admin fee / account holder | $3,268 | $16,143-79.8% | $13,411-75.6% | $10,827-69.8% |