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 | $197,996 | $201,272-1.6% | $184,203+7.5% | $145,922+35.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.55% | 29.00%-12.4pp | 28.81%-12.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,916 | $7,022-1.5% | $6,427+7.6% | $4,660+48.4% |
| Participant deferral / active EE | $16,944 | $9,806+72.8% | $9,131+85.6% | $6,688+153.4% |
| Admin fee / account holder | $20,615 | $16,364+26.0% | $13,901+48.3% | $13,397+53.9% |