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 | $242,515 | $111,535+117.4% | $105,223+130.5% | $137,256+76.7% |
| Participation rate | 18.2% | 78.1%-59.9pp | 75.0%-56.9pp | 80.0%-61.8pp |
| Annual return | 15.36% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,187 | $3,939-69.9% | $3,689-67.8% | $4,156-71.4% |
| Participant deferral / active EE | $2,892 | $5,500-47.4% | $5,072-43.0% | $6,407-54.9% |
| Admin fee / account holder | $341 | $9,721-96.5% | $8,859-96.2% | $12,270-97.2% |