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 | $223,291 | $197,591+13.0% | $177,821+25.6% | $158,922+40.5% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.7%-42.3pp | 82.0%-36.5pp |
| Annual return | 13.56% | 58.76%-45.2pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,750 | $6,697-44.0% | $5,918-36.6% | $4,761-21.2% |
| Participant deferral / active EE | $5,640 | $8,405-32.9% | $7,714-26.9% | $5,982-5.7% |
| Admin fee / account holder | $1,148 | $15,399-92.5% | $12,427-90.8% | $11,246-89.8% |