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 | $213,028 | $114,381+86.2% | $107,525+98.1% | $142,382+49.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 16.58% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,002 | $4,015-25.2% | $3,754-20.0% | $4,299-30.2% |
| Participant deferral / active EE | $9,758 | $5,564+75.4% | $5,116+90.7% | $6,507+50.0% |
| Admin fee / account holder | $2,123 | $9,860-78.5% | $8,919-76.2% | $12,624-83.2% |