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 | $177,745 | $172,111+3.3% | $150,298+18.3% | $137,256+29.5% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 13.93% | 69.37%-55.4pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,623 | $4,636-65.0% | $4,154-60.9% | $4,156-60.9% |
| Participant deferral / active EE | $9,445 | $6,166+53.2% | $5,453+73.2% | $6,407+47.4% |
| Admin fee / account holder | $1,983 | $16,471-88.0% | $14,116-86.0% | $12,270-83.8% |