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 | $211,478 | $175,202+20.7% | $149,673+41.3% | $139,434+51.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 11.71% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,407 | $5,474-74.3% | $4,818-70.8% | $4,751-70.4% |
| Participant deferral / active EE | $3,002 | $6,519-54.0% | $5,680-47.2% | $6,710-55.3% |
| Admin fee / account holder | $5,530 | $16,150-65.8% | $13,210-58.1% | $11,403-51.5% |