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 | $182,621 | $165,335+10.5% | $149,696+22.0% | $158,922+14.9% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.2pp |
| Annual return | 17.92% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,047 | $5,103-59.9% | $4,644-55.9% | $4,761-57.0% |
| Participant deferral / active EE | $4,505 | $7,181-37.3% | $6,842-34.2% | $5,982-24.7% |
| Admin fee / account holder | $10,615 | $10,807-1.8% | $9,309+14.0% | $11,246-5.6% |