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 | $202,670 | $197,591+2.6% | $177,821+14.0% | $158,922+27.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.53% | 58.76%-45.2pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $6,318 | $6,697-5.7% | $5,918+6.8% | $4,761+32.7% |
| Participant deferral / active EE | $15,241 | $8,405+81.3% | $7,714+97.6% | $5,982+154.8% |
| Admin fee / account holder | $12,261 | $15,399-20.4% | $12,427-1.3% | $11,246+9.0% |