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 | $234,033 | $209,411+11.8% | $178,490+31.1% | $158,922+47.3% |
| Participation rate | 63.2% | 86.3%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | 10.99% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,616 | $5,706-54.2% | $5,011-47.8% | $4,761-45.1% |
| Participant deferral / active EE | $5,900 | $5,954-0.9% | $5,202+13.4% | $5,982-1.4% |
| Admin fee / account holder | $22,292 | $17,074+30.6% | $13,984+59.4% | $11,246+98.2% |