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 | $186,612 | $157,256+18.7% | $141,162+32.2% | $152,861+22.1% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.4%-41.3pp |
| Annual return | 17.91% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,186 | $5,261-77.5% | $4,735-75.0% | $4,762-75.1% |
| Participant deferral / active EE | $2,886 | $7,109-59.4% | $6,709-57.0% | $5,850-50.7% |
| Admin fee / account holder | $713 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |