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 | $246,195 | $159,602+54.3% | $150,045+64.1% | $142,382+72.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 14.93% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,751 | $4,961-44.6% | $4,693-41.4% | $4,299-36.0% |
| Participant deferral / active EE | $6,543 | $8,310-21.3% | $7,997-18.2% | $6,507+0.6% |
| Admin fee / account holder | $5,871 | $14,846-60.5% | $13,435-56.3% | $12,624-53.5% |