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 | $166,418 | $157,256+5.8% | $141,162+17.9% | $152,861+8.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 15.26% | 64.32%-49.1pp | 71.39%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,774 | $5,261-28.3% | $4,735-20.3% | $4,762-20.8% |
| Participant deferral / active EE | $14,553 | $7,109+104.7% | $6,709+116.9% | $5,850+148.8% |
| Admin fee / account holder | $368 | $12,120-97.0% | $10,261-96.4% | $11,596-96.8% |