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 | $221,879 | $197,591+12.3% | $177,821+24.8% | $158,922+39.6% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.7%-43.3pp | 82.0%-37.5pp |
| Annual return | 27.63% | 58.76%-31.1pp | 48.32%-20.7pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,266 | $6,697-66.2% | $5,918-61.7% | $4,761-52.4% |
| Participant deferral / active EE | $3,828 | $8,405-54.5% | $7,714-50.4% | $5,982-36.0% |
| Admin fee / account holder | $2,160 | $15,399-86.0% | $12,427-82.6% | $11,246-80.8% |