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 8-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 | $221,585 | $210,698+5.2% | $178,014+24.5% | $145,959+51.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.97% | 386.27%-371.3pp | 294.80%-279.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,484 | $4,567-67.5% | $3,950-62.4% | $4,661-68.2% |
| Participant deferral / active EE | $10,819 | $6,958+55.5% | $6,276+72.4% | $6,689+61.8% |
| Admin fee / account holder | $7,852 | $12,016-34.7% | $10,362-24.2% | $13,398-41.4% |