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 | $212,678 | $209,411+1.6% | $178,490+19.2% | $158,922+33.8% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 26.10% | 188.75%-162.7pp | 151.07%-125.0pp | 302.83%-276.7pp |
| Employer contribution / active EE | $3,511 | $5,706-38.5% | $5,011-29.9% | $4,761-26.3% |
| Participant deferral / active EE | $8,833 | $5,954+48.4% | $5,202+69.8% | $5,982+47.7% |
| Admin fee / account holder | $31,327 | $17,074+83.5% | $13,984+124.0% | $11,246+178.6% |