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 | $219,205 | $202,432+8.3% | $169,368+29.4% | $139,434+57.2% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 11.75% | 531.74%-520.0pp | 405.60%-393.8pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,545 | $4,692-67.1% | $4,013-61.5% | $4,751-67.5% |
| Participant deferral / active EE | $11,362 | $6,938+63.8% | $6,221+82.6% | $6,710+69.3% |
| Admin fee / account holder | $3,145 | $10,708-70.6% | $9,003-65.1% | $11,403-72.4% |