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 | $212,084 | $177,572+19.4% | $154,803+37.0% | $142,382+49.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 19.32% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,487 | $4,810-69.1% | $4,305-65.5% | $4,299-65.4% |
| Participant deferral / active EE | $4,560 | $6,272-27.3% | $5,540-17.7% | $6,507-29.9% |
| Admin fee / account holder | $934 | $16,786-94.4% | $14,329-93.5% | $12,624-92.6% |