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 | $199,203 | $165,335+20.5% | $149,696+33.1% | $158,922+25.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.68% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $4,698 | $5,103-7.9% | $4,644+1.1% | $4,761-1.3% |
| Participant deferral / active EE | $8,391 | $7,181+16.9% | $6,842+22.6% | $5,982+40.3% |
| Admin fee / account holder | $526 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |