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 | $224,703 | $175,202+28.3% | $149,673+50.1% | $139,434+61.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 20.56% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,498 | $5,474-54.4% | $4,818-48.1% | $4,751-47.4% |
| Participant deferral / active EE | $9,683 | $6,519+48.5% | $5,680+70.5% | $6,710+44.3% |
| Admin fee / account holder | $24,816 | $16,150+53.7% | $13,210+87.9% | $11,403+117.6% |