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 | $220,599 | $227,553-3.1% | $189,557+16.4% | $167,490+31.7% |
| Participation rate | 69.6% | 82.5%-12.9pp | 78.4%-8.9pp | 82.1%-12.5pp |
| Annual return | 20.42% | 78.40%-58.0pp | 64.17%-43.7pp | 478.56%-458.1pp |
| Employer contribution / active EE | $3,430 | $5,316-35.5% | $4,412-22.3% | $4,837-29.1% |
| Participant deferral / active EE | $10,616 | $7,002+51.6% | $6,174+71.9% | $6,341+67.4% |
| Admin fee / account holder | $8,391 | $11,878-29.4% | $9,807-14.4% | $12,309-31.8% |