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 | $226,276 | $226,064+0.1% | $182,532+24.0% | $152,861+48.0% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.0%-9.2pp | 82.4%-13.7pp |
| Annual return | 20.49% | 192.51%-172.0pp | 148.54%-128.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,374 | $4,978-72.4% | $4,076-66.3% | $4,762-71.1% |
| Participant deferral / active EE | $4,227 | $6,368-33.6% | $5,524-23.5% | $5,850-27.7% |
| Admin fee / account holder | $21,867 | $10,703+104.3% | $8,592+154.5% | $11,596+88.6% |