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 | $186,369 | $209,411-11.0% | $178,490+4.4% | $158,922+17.3% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 16.31% | 188.75%-172.4pp | 151.07%-134.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,242 | $5,706-60.7% | $5,011-55.3% | $4,761-52.9% |
| Participant deferral / active EE | $2,752 | $5,954-53.8% | $5,202-47.1% | $5,982-54.0% |
| Admin fee / account holder | $1,929 | $17,074-88.7% | $13,984-86.2% | $11,246-82.9% |