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 7-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 | $242,257 | $148,534+63.1% | $135,903+78.3% | $139,434+73.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 32.76% | 79.19%-46.4pp | 68.23%-35.5pp | 372.94%-340.2pp |
| Employer contribution / active EE | $4,135 | $5,243-21.1% | $4,856-14.9% | $4,751-13.0% |
| Participant deferral / active EE | $10,038 | $8,100+23.9% | $7,758+29.4% | $6,710+49.6% |
| Admin fee / account holder | $4,784 | $12,400-61.4% | $10,762-55.5% | $11,403-58.0% |