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 | $241,461 | $226,064+6.8% | $182,532+32.3% | $152,861+58.0% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.0%-13.7pp | 82.4%-18.2pp |
| Annual return | 19.70% | 192.51%-172.8pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,576 | $4,978-68.3% | $4,076-61.3% | $4,762-66.9% |
| Participant deferral / active EE | $6,303 | $6,368-1.0% | $5,524+14.1% | $5,850+7.7% |
| Admin fee / account holder | $21,375 | $10,703+99.7% | $8,592+148.8% | $11,596+84.3% |