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 | $212,360 | $202,432+4.9% | $169,368+25.4% | $139,434+52.3% |
| Participation rate | 58.8% | 81.1%-22.2pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 12.83% | 531.74%-518.9pp | 405.60%-392.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $7,704 | $4,692+64.2% | $4,013+92.0% | $4,751+62.2% |
| Participant deferral / active EE | $13,629 | $6,938+96.4% | $6,221+119.1% | $6,710+103.1% |
| Admin fee / account holder | $12,827 | $10,708+19.8% | $9,003+42.5% | $11,403+12.5% |