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 | $217,140 | $201,272+7.9% | $184,203+17.9% | $145,922+48.8% |
| Participation rate | 47.4% | 87.5%-40.1pp | 86.8%-39.5pp | 80.3%-32.9pp |
| Annual return | 24.35% | 29.00%-4.7pp | 28.81%-4.5pp | 561.29%-536.9pp |
| Employer contribution / active EE | $1,847 | $7,022-73.7% | $6,427-71.3% | $4,660-60.4% |
| Participant deferral / active EE | $6,407 | $9,806-34.7% | $9,131-29.8% | $6,688-4.2% |
| Admin fee / account holder | $2,310 | $16,364-85.9% | $13,901-83.4% | $13,397-82.8% |