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 | $244,140 | $197,591+23.6% | $177,821+37.3% | $158,922+53.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.89% | 58.76%-44.9pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,385 | $6,697-49.5% | $5,918-42.8% | $4,761-28.9% |
| Participant deferral / active EE | $8,957 | $8,405+6.6% | $7,714+16.1% | $5,982+49.7% |
| Admin fee / account holder | $4,948 | $15,399-67.9% | $12,427-60.2% | $11,246-56.0% |