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 | $211,927 | $163,101+29.9% | $136,749+55.0% | $142,382+48.8% |
| Participation rate | 60.9% | 78.2%-17.4pp | 72.1%-11.3pp | 80.1%-19.3pp |
| Annual return | 24.05% | 27.54%-3.5pp | 24.33%-0.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,250 | $4,117-69.6% | $3,400-63.2% | $4,299-70.9% |
| Participant deferral / active EE | $2,989 | $5,585-46.5% | $4,692-36.3% | $6,507-54.1% |
| Admin fee / account holder | $893 | $14,318-93.8% | $11,386-92.2% | $12,624-92.9% |