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 4-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 | $209,456 | $202,432+3.5% | $169,368+23.7% | $139,434+50.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 20.95% | 531.74%-510.8pp | 405.60%-384.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,656 | $4,692-64.7% | $4,013-58.7% | $4,751-65.1% |
| Participant deferral / active EE | $5,617 | $6,938-19.0% | $6,221-9.7% | $6,710-16.3% |
| Admin fee / account holder | $7,282 | $10,708-32.0% | $9,003-19.1% | $11,403-36.1% |