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 | $198,464 | $165,335+20.0% | $149,696+32.6% | $158,922+24.9% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 21.76% | 348.15%-326.4pp | 276.60%-254.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,608 | $5,103-29.3% | $4,644-22.3% | $4,761-24.2% |
| Participant deferral / active EE | $4,493 | $7,181-37.4% | $6,842-34.3% | $5,982-24.9% |
| Admin fee / account holder | $38,998 | $10,807+260.9% | $9,309+318.9% | $11,246+246.8% |