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 | $234,208 | $214,378+9.2% | $200,582+16.8% | $142,382+64.5% |
| Participation rate | 53.8% | 87.4%-33.6pp | 86.9%-33.0pp | 80.1%-26.3pp |
| Annual return | 15.39% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,535 | $6,841-62.9% | $6,419-60.5% | $4,299-41.0% |
| Participant deferral / active EE | $6,387 | $9,865-35.3% | $9,331-31.5% | $6,507-1.8% |
| Admin fee / account holder | $27,226 | $17,692+53.9% | $16,305+67.0% | $12,624+115.7% |