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 | $216,458 | $175,202+23.5% | $149,673+44.6% | $139,434+55.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.08% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,642 | $5,474-70.0% | $4,818-65.9% | $4,751-65.4% |
| Participant deferral / active EE | $13,638 | $6,519+109.2% | $5,680+140.1% | $6,710+103.2% |
| Admin fee / account holder | $5,296 | $16,150-67.2% | $13,210-59.9% | $11,403-53.6% |