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 | $183,979 | $159,901+15.1% | $146,958+25.2% | $145,922+26.1% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.0pp |
| Annual return | 9.91% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,094 | $5,286-79.3% | $4,933-77.8% | $4,660-76.5% |
| Participant deferral / active EE | $4,378 | $8,428-48.1% | $8,070-45.7% | $6,688-34.5% |
| Admin fee / account holder | $74,824 | $15,044+397.4% | $12,998+475.7% | $13,397+458.5% |