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 | $229,502 | $210,408+9.1% | $153,485+49.5% | $145,922+57.3% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.13% | 13.37%-1.2pp | 15.65%-3.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $9,549 | $6,048+57.9% | $5,039+89.5% | $4,660+104.9% |
| Participant deferral / active EE | $21,011 | $7,975+163.4% | $6,757+210.9% | $6,688+214.2% |
| Admin fee / account holder | $25,555 | $19,419+31.6% | $12,724+100.8% | $13,397+90.8% |