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 | $193,243 | $179,726+7.5% | $156,263+23.7% | $142,382+35.7% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 13.30% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,396 | $5,069-52.7% | $4,333-44.7% | $4,299-44.3% |
| Participant deferral / active EE | $8,711 | $6,956+25.2% | $6,158+41.5% | $6,507+33.9% |
| Admin fee / account holder | $42,326 | $17,272+145.1% | $14,255+196.9% | $12,624+235.3% |