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 | $138,248 | $159,602-13.4% | $150,045-7.9% | $142,382-2.9% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 15.02% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,195 | $4,961-35.6% | $4,693-31.9% | $4,299-25.7% |
| Participant deferral / active EE | $9,948 | $8,310+19.7% | $7,997+24.4% | $6,507+52.9% |
| Admin fee / account holder | $14,846 | $14,8460% | $13,435+10.5% | $12,624+17.6% |