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 | $186,214 | $142,405+30.8% | $115,157+61.7% | $152,861+21.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 18.93% | 41.48%-22.5pp | 35.60%-16.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $4,001 | $4,010-0.2% | $3,179+25.9% | $4,762-16.0% |
| Participant deferral / active EE | $3,849 | $5,164-25.5% | $4,168-7.7% | $5,850-34.2% |
| Admin fee / account holder | $7,211 | $8,462-14.8% | $7,088+1.7% | $11,596-37.8% |