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 | $182,180 | $172,111+5.9% | $150,298+21.2% | $137,256+32.7% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 18.23% | 69.37%-51.1pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,886 | $4,636-59.3% | $4,154-54.6% | $4,156-54.6% |
| Participant deferral / active EE | $5,501 | $6,166-10.8% | $5,453+0.9% | $6,407-14.1% |
| Admin fee / account holder | $3,509 | $16,471-78.7% | $14,116-75.1% | $12,270-71.4% |