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 | $211,813 | $209,411+1.1% | $178,490+18.7% | $158,922+33.3% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 11.28% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $11,319 | $5,706+98.4% | $5,011+125.9% | $4,761+137.7% |
| Participant deferral / active EE | $8,638 | $5,954+45.1% | $5,202+66.1% | $5,982+44.4% |
| Admin fee / account holder | $4,193 | $17,074-75.4% | $13,984-70.0% | $11,246-62.7% |