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 | $204,417 | $157,256+30.0% | $141,162+44.8% | $152,861+33.7% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.4%-12.9pp |
| Annual return | 21.19% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,973 | $5,261-24.5% | $4,735-16.1% | $4,762-16.6% |
| Participant deferral / active EE | $9,658 | $7,109+35.8% | $6,709+44.0% | $5,850+65.1% |
| Admin fee / account holder | $622 | $12,120-94.9% | $10,261-93.9% | $11,596-94.6% |