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 | $193,769 | $183,519+5.6% | $155,509+24.6% | $145,922+32.8% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.6pp |
| Annual return | 12.03% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,731 | $5,313-67.4% | $4,672-62.9% | $4,660-62.8% |
| Participant deferral / active EE | $3,436 | $6,462-46.8% | $5,626-38.9% | $6,688-48.6% |
| Admin fee / account holder | $16,903 | $19,313-12.5% | $15,912+6.2% | $13,397+26.2% |