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 | $226,141 | $209,411+8.0% | $178,490+26.7% | $158,922+42.3% |
| Participation rate | 46.7% | 86.3%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 24.11% | 188.75%-164.6pp | 151.07%-127.0pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,834 | $5,706-67.9% | $5,011-63.4% | $4,761-61.5% |
| Participant deferral / active EE | $2,021 | $5,954-66.1% | $5,202-61.1% | $5,982-66.2% |
| Admin fee / account holder | $492 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |