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 | $202,280 | $209,411-3.4% | $178,490+13.3% | $158,922+27.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 6.74% | 188.75%-182.0pp | 151.07%-144.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $6,584 | $5,706+15.4% | $5,011+31.4% | $4,761+38.3% |
| Participant deferral / active EE | $5,867 | $5,954-1.5% | $5,202+12.8% | $5,982-1.9% |
| Admin fee / account holder | $1,697 | $17,074-90.1% | $13,984-87.9% | $11,246-84.9% |