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 | $209,340 | $202,432+3.4% | $169,368+23.6% | $139,434+50.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.44% | 531.74%-516.3pp | 405.60%-390.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,269 | $4,692-51.7% | $4,013-43.5% | $4,751-52.2% |
| Participant deferral / active EE | $10,582 | $6,938+52.5% | $6,221+70.1% | $6,710+57.7% |
| Admin fee / account holder | $1,197 | $10,708-88.8% | $9,003-86.7% | $11,403-89.5% |