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 | $246,488 | $217,402+13.4% | $185,823+32.6% | $167,490+47.2% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.2pp |
| Annual return | 9.60% | 148.36%-138.8pp | 122.05%-112.4pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,479 | $5,873-74.8% | $5,167-71.4% | $4,837-69.4% |
| Participant deferral / active EE | $3,268 | $6,356-48.6% | $5,568-41.3% | $6,341-48.5% |
| Admin fee / account holder | $806 | $19,811-95.9% | $16,237-95.0% | $12,309-93.5% |