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 | $129,393 | $148,534-12.9% | $135,903-4.8% | $139,434-7.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 25.74% | 79.19%-53.5pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $6,866 | $5,243+30.9% | $4,856+41.4% | $4,751+44.5% |
| Participant deferral / active EE | $13,922 | $8,100+71.9% | $7,758+79.5% | $6,710+107.5% |
| Admin fee / account holder | $23,146 | $12,400+86.7% | $10,762+115.1% | $11,403+103.0% |