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 | $171,348 | $108,919+57.3% | $100,391+70.7% | $145,922+17.4% |
| Participation rate | 54.2% | 82.9%-28.8pp | 81.5%-27.3pp | 80.3%-26.1pp |
| Annual return | 11.48% | 57.88%-46.4pp | 49.20%-37.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,799 | $4,419-14.0% | $3,942-3.6% | $4,660-18.5% |
| Participant deferral / active EE | $6,747 | $8,445-20.1% | $8,082-16.5% | $6,688+0.9% |
| Admin fee / account holder | $13,285 | $9,689+37.1% | $7,899+68.2% | $13,397-0.8% |