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 | $185,539 | $159,602+16.3% | $150,045+23.7% | $142,382+30.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 17.81% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,310 | $4,961-73.6% | $4,693-72.1% | $4,299-69.5% |
| Participant deferral / active EE | $9,279 | $8,310+11.7% | $7,997+16.0% | $6,507+42.6% |
| Admin fee / account holder | $5,908 | $14,846-60.2% | $13,435-56.0% | $12,624-53.2% |