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 | $217,247 | $165,984+30.9% | $164,813+31.8% | $145,922+48.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 12.20% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,042 | $5,273-61.3% | $4,341-53.0% | $4,660-56.2% |
| Participant deferral / active EE | $3,740 | $6,959-46.3% | $6,031-38.0% | $6,688-44.1% |
| Admin fee / account holder | $13,508 | $16,648-18.9% | $12,690+6.4% | $13,397+0.8% |