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 | $191,285 | $175,202+9.2% | $149,673+27.8% | $139,434+37.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.48% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,570 | $5,474-53.0% | $4,818-46.6% | $4,751-45.9% |
| Participant deferral / active EE | $8,112 | $6,519+24.4% | $5,680+42.8% | $6,710+20.9% |
| Admin fee / account holder | $697 | $16,150-95.7% | $13,210-94.7% | $11,403-93.9% |