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 8-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 | $222,931 | $197,591+12.8% | $177,821+25.4% | $158,922+40.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 10.61% | 58.76%-48.1pp | 48.32%-37.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,698 | $6,697-74.6% | $5,918-71.3% | $4,761-64.3% |
| Participant deferral / active EE | $9,797 | $8,405+16.6% | $7,714+27.0% | $5,982+63.8% |
| Admin fee / account holder | $350 | $15,399-97.7% | $12,427-97.2% | $11,246-96.9% |