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 | $234,699 | $179,726+30.6% | $156,263+50.2% | $142,382+64.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 14.67% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,560 | $5,069-69.2% | $4,333-64.0% | $4,299-63.7% |
| Participant deferral / active EE | $12,124 | $6,956+74.3% | $6,158+96.9% | $6,507+86.3% |
| Admin fee / account holder | $2,519 | $17,272-85.4% | $14,255-82.3% | $12,624-80.0% |