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 9-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 | $242,477 | $112,096+116.3% | $95,952+152.7% | $158,922+52.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 30.45% | 171.09%-140.6pp | 91.61%-61.2pp | 302.83%-272.4pp |
| Employer contribution / active EE | $4,436 | $3,198+38.7% | $2,541+74.6% | $4,761-6.8% |
| Participant deferral / active EE | $5,503 | $4,784+15.0% | $4,167+32.1% | $5,982-8.0% |
| Admin fee / account holder | $1,424 | $10,130-85.9% | $6,795-79.0% | $11,246-87.3% |