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 | $240,098 | $209,336+14.7% | $197,124+21.8% | $137,256+74.9% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 15.41% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,509 | $6,591-77.1% | $6,227-75.8% | $4,156-63.7% |
| Participant deferral / active EE | $3,108 | $9,614-67.7% | $9,135-66.0% | $6,407-51.5% |
| Admin fee / account holder | $16,141 | $17,308-6.7% | $16,298-1.0% | $12,270+31.5% |