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 | $245,931 | $126,574+94.3% | $106,213+131.5% | $145,922+68.5% |
| Participation rate | 57.9% | 77.6%-19.7pp | 75.3%-17.4pp | 80.3%-22.4pp |
| Annual return | 13.50% | 224.79%-211.3pp | 116.14%-102.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,342 | $3,730-64.0% | $3,171-57.7% | $4,660-71.2% |
| Participant deferral / active EE | $4,615 | $5,724-19.4% | $5,016-8.0% | $6,688-31.0% |
| Admin fee / account holder | $20,006 | $17,304+15.6% | $11,033+81.3% | $13,397+49.3% |