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 | $222,682 | $210,648+5.7% | $177,989+25.1% | $145,922+52.6% |
| Participation rate | 52.4% | 80.8%-28.4pp | 77.1%-24.7pp | 80.3%-27.9pp |
| Annual return | 16.03% | 385.86%-369.8pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,811 | $4,565-60.3% | $3,949-54.1% | $4,660-61.1% |
| Participant deferral / active EE | $1,804 | $6,958-74.1% | $6,276-71.3% | $6,688-73.0% |
| Admin fee / account holder | $1,576 | $12,013-86.9% | $10,363-84.8% | $13,397-88.2% |