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 | $176,260 | $175,202+0.6% | $149,673+17.8% | $139,434+26.4% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 16.56% | 166.71%-150.1pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,358 | $5,474-20.4% | $4,818-9.5% | $4,751-8.3% |
| Participant deferral / active EE | $6,994 | $6,519+7.3% | $5,680+23.1% | $6,710+4.2% |
| Admin fee / account holder | $31,312 | $16,150+93.9% | $13,210+137.0% | $11,403+174.6% |