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 | $197,723 | $183,519+7.7% | $155,509+27.1% | $145,922+35.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 17.46% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,269 | $5,313-57.3% | $4,672-51.4% | $4,660-51.3% |
| Participant deferral / active EE | $5,859 | $6,462-9.3% | $5,626+4.1% | $6,688-12.4% |
| Admin fee / account holder | $1,332 | $19,313-93.1% | $15,912-91.6% | $13,397-90.1% |