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 | $240,711 | $209,411+14.9% | $178,490+34.9% | $158,922+51.5% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 14.20% | 188.75%-174.5pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,582 | $5,706-72.3% | $5,011-68.4% | $4,761-66.8% |
| Participant deferral / active EE | $4,090 | $5,954-31.3% | $5,202-21.4% | $5,982-31.6% |
| Admin fee / account holder | $3,806 | $17,074-77.7% | $13,984-72.8% | $11,246-66.2% |