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 | $205,728 | $179,726+14.5% | $156,263+31.7% | $142,382+44.5% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.9%-9.3pp | 80.1%-10.6pp |
| Annual return | 15.77% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,739 | $5,069-65.7% | $4,333-59.9% | $4,299-59.5% |
| Participant deferral / active EE | $2,343 | $6,956-66.3% | $6,158-62.0% | $6,507-64.0% |
| Admin fee / account holder | $5,219 | $17,272-69.8% | $14,255-63.4% | $12,624-58.7% |