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 | $249,492 | $177,572+40.5% | $154,803+61.2% | $142,382+75.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 23.22% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,574 | $4,810-46.5% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $9,269 | $6,272+47.8% | $5,540+67.3% | $6,507+42.4% |
| Admin fee / account holder | $1,022 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |