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 | $222,139 | $183,519+21.0% | $155,509+42.8% | $145,922+52.2% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 14.91% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,262 | $5,313-57.4% | $4,672-51.6% | $4,660-51.5% |
| Participant deferral / active EE | $8,300 | $6,462+28.4% | $5,626+47.5% | $6,688+24.1% |
| Admin fee / account holder | $4,755 | $19,313-75.4% | $15,912-70.1% | $13,397-64.5% |