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 | $187,890 | $209,411-10.3% | $178,490+5.3% | $158,922+18.2% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 21.51% | 188.75%-167.2pp | 151.07%-129.6pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,208 | $5,706-61.3% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $4,534 | $5,954-23.9% | $5,202-12.8% | $5,982-24.2% |
| Admin fee / account holder | $3,539 | $17,074-79.3% | $13,984-74.7% | $11,246-68.5% |