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 | $159,934+15.0% | $147,005+25.2% | $145,959+26.0% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 9.91% | 98.24%-88.3pp | 418.76%-408.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,094 | $5,287-79.3% | $4,934-77.8% | $4,661-76.5% |
| Participant deferral / active EE | $4,378 | $8,427-48.0% | $8,070-45.7% | $6,689-34.5% |
| Admin fee / account holder | $74,824 | $15,053+397.1% | $13,006+475.3% | $13,398+458.5% |