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 | $188,153 | $175,202+7.4% | $149,673+25.7% | $139,434+34.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 12.31% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,037 | $5,474-8.0% | $4,818+4.5% | $4,751+6.0% |
| Participant deferral / active EE | $10,820 | $6,519+66.0% | $5,680+90.5% | $6,710+61.2% |
| Admin fee / account holder | $2,517 | $16,150-84.4% | $13,210-80.9% | $11,403-77.9% |