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 | $201,198 | $185,822+8.3% | $169,993+18.4% | $139,434+44.3% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 11.16% | 60.50%-49.3pp | 53.37%-42.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,499 | $7,590-67.1% | $6,785-63.2% | $4,751-47.4% |
| Participant deferral / active EE | $5,708 | $11,622-50.9% | $10,408-45.2% | $6,710-14.9% |
| Admin fee / account holder | $107,428 | $15,381+598.5% | $12,815+738.3% | $11,403+842.1% |