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 | $165,243 | $159,602+3.5% | $150,045+10.1% | $142,382+16.1% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.3%-23.5pp | 80.1%-21.3pp |
| Annual return | 13.39% | 70.24%-56.8pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,517 | $4,961+31.4% | $4,693+38.9% | $4,299+51.6% |
| Participant deferral / active EE | $7,597 | $8,310-8.6% | $7,997-5.0% | $6,507+16.8% |
| Admin fee / account holder | $1,848 | $14,846-87.5% | $13,435-86.2% | $12,624-85.4% |