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 | $224,799 | $217,402+3.4% | $185,823+21.0% | $167,490+34.2% |
| Participation rate | 54.5% | 86.0%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 14.29% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,833 | $5,873-68.8% | $5,167-64.5% | $4,837-62.1% |
| Participant deferral / active EE | $4,027 | $6,356-36.7% | $5,568-27.7% | $6,341-36.5% |
| Admin fee / account holder | $3,635 | $19,811-81.7% | $16,237-77.6% | $12,309-70.5% |