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 | $211,812 | $159,934+32.4% | $147,005+44.1% | $145,959+45.1% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 9.85% | 98.24%-88.4pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,399 | $5,287-73.5% | $4,934-71.6% | $4,661-70.0% |
| Participant deferral / active EE | $6,070 | $8,427-28.0% | $8,070-24.8% | $6,689-9.2% |
| Admin fee / account holder | $14,969 | $15,053-0.6% | $13,006+15.1% | $13,398+11.7% |