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 | $249,886 | $177,572+40.7% | $154,803+61.4% | $142,382+75.5% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 13.12% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,304 | $4,810-72.9% | $4,305-69.7% | $4,299-69.7% |
| Participant deferral / active EE | $7,201 | $6,272+14.8% | $5,540+30.0% | $6,507+10.7% |
| Admin fee / account holder | $2,352 | $16,786-86.0% | $14,329-83.6% | $12,624-81.4% |