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 | $212,615 | $197,591+7.6% | $177,821+19.6% | $158,922+33.8% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.7%-34.8pp | 82.0%-29.0pp |
| Annual return | 11.97% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,355 | $8,405-60.1% | $7,714-56.5% | $5,982-43.9% |
| Admin fee / account holder | $20,407 | $15,399+32.5% | $12,427+64.2% | $11,246+81.5% |