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 | $200,482 | $106,515+88.2% | $96,683+107.4% | $139,434+43.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 21.33% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,114 | $4,103-48.5% | $3,737-43.4% | $4,751-55.5% |
| Participant deferral / active EE | $9,242 | $5,454+69.5% | $4,878+89.5% | $6,710+37.7% |
| Admin fee / account holder | $14,790 | $7,877+87.8% | $6,730+119.8% | $11,403+29.7% |