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 9-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 | $191,118 | $175,202+9.1% | $149,673+27.7% | $139,434+37.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.77% | 166.71%-155.9pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $5,470 | $5,474-0.1% | $4,818+13.5% | $4,751+15.1% |
| Participant deferral / active EE | $8,127 | $6,519+24.7% | $5,680+43.1% | $6,710+21.1% |
| Admin fee / account holder | $24,482 | $16,150+51.6% | $13,210+85.3% | $11,403+114.7% |