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 | $239,313 | $159,602+49.9% | $150,045+59.5% | $142,382+68.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 15.69% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,067 | $4,961-38.2% | $4,693-34.7% | $4,299-28.7% |
| Participant deferral / active EE | $8,418 | $8,310+1.3% | $7,997+5.3% | $6,507+29.4% |
| Admin fee / account holder | $5,627 | $14,846-62.1% | $13,435-58.1% | $12,624-55.4% |