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 | $199,163 | $159,602+24.8% | $150,045+32.7% | $142,382+39.9% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.3%-28.5pp | 80.1%-26.3pp |
| Annual return | 14.65% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,592 | $4,961+12.7% | $4,693+19.1% | $4,299+30.1% |
| Participant deferral / active EE | $12,149 | $8,310+46.2% | $7,997+51.9% | $6,507+86.7% |
| Admin fee / account holder | $64,701 | $14,846+335.8% | $13,435+381.6% | $12,624+412.5% |