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 | $219,868 | $177,572+23.8% | $154,803+42.0% | $142,382+54.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 12.31% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,214 | $4,810-33.2% | $4,305-25.3% | $4,299-25.2% |
| Participant deferral / active EE | $9,351 | $6,272+49.1% | $5,540+68.8% | $6,507+43.7% |
| Admin fee / account holder | $18,997 | $16,786+13.2% | $14,329+32.6% | $12,624+50.5% |