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 | $210,744 | $183,519+14.8% | $155,509+35.5% | $145,922+44.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.56% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,424 | $5,313-54.4% | $4,672-48.1% | $4,660-48.0% |
| Participant deferral / active EE | $15,621 | $6,462+141.7% | $5,626+177.7% | $6,688+133.6% |
| Admin fee / account holder | $1,517 | $19,313-92.1% | $15,912-90.5% | $13,397-88.7% |