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 | $206,661 | $172,111+20.1% | $150,298+37.5% | $137,256+50.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 17.62% | 69.37%-51.7pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,822 | $4,636-60.7% | $4,154-56.1% | $4,156-56.2% |
| Participant deferral / active EE | $5,982 | $6,166-3.0% | $5,453+9.7% | $6,407-6.6% |
| Admin fee / account holder | $27,073 | $16,471+64.4% | $14,116+91.8% | $12,270+120.6% |