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 | $234,453 | $202,432+15.8% | $169,368+38.4% | $139,434+68.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.47% | 531.74%-512.3pp | 405.60%-386.1pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,792 | $4,692-40.5% | $4,013-30.4% | $4,751-41.2% |
| Participant deferral / active EE | $4,188 | $6,938-39.6% | $6,221-32.7% | $6,710-37.6% |
| Admin fee / account holder | $4,590 | $10,708-57.1% | $9,003-49.0% | $11,403-59.7% |