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 | $179,127 | $217,402-17.6% | $185,823-3.6% | $167,490+6.9% |
| Participation rate | 53.8% | 86.0%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 13.11% | 148.36%-135.3pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,163 | $5,873-63.2% | $5,167-58.1% | $4,837-55.3% |
| Participant deferral / active EE | $5,744 | $6,356-9.6% | $5,568+3.2% | $6,341-9.4% |
| Admin fee / account holder | $1,475 | $19,811-92.6% | $16,237-90.9% | $12,309-88.0% |