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 | $236,822 | $215,361+10.0% | $171,082+38.4% | $273,961-13.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 8.70% | 25.14%-16.4pp | 32.56%-23.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $27,428 | $4,967+452.2% | $4,002+585.4% | $4,869+463.4% |
| Participant deferral / active EE | $35,047 | $5,543+532.2% | $4,797+630.5% | $5,287+562.9% |
| Admin fee / account holder | $374 | $10,846-96.6% | $8,520-95.6% | $10,132-96.3% |