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 | $245,211 | $226,064+8.5% | $182,532+34.3% | $152,861+60.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 22.70% | 192.51%-169.8pp | 148.54%-125.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,151 | $4,978-76.9% | $4,076-71.8% | $4,762-75.8% |
| Participant deferral / active EE | $10,322 | $6,368+62.1% | $5,524+86.8% | $5,850+76.4% |
| Admin fee / account holder | $1,563 | $10,703-85.4% | $8,592-81.8% | $11,596-86.5% |