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 | $220,707 | $175,202+26.0% | $149,673+47.5% | $139,434+58.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 12.40% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,530 | $5,474-53.8% | $4,818-47.5% | $4,751-46.7% |
| Participant deferral / active EE | $8,617 | $6,519+32.2% | $5,680+51.7% | $6,710+28.4% |
| Admin fee / account holder | $13,609 | $16,150-15.7% | $13,210+3.0% | $11,403+19.4% |