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 | $210,725 | $175,202+20.3% | $149,673+40.8% | $139,434+51.1% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 13.44% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,116 | $5,474-24.8% | $4,818-14.6% | $4,751-13.4% |
| Participant deferral / active EE | $7,050 | $6,519+8.2% | $5,680+24.1% | $6,710+5.1% |
| Admin fee / account holder | $14,070 | $16,150-12.9% | $13,210+6.5% | $11,403+23.4% |