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 | $184,817 | $159,602+15.8% | $150,045+23.2% | $142,382+29.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 20.49% | 70.24%-49.7pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,807 | $4,961-23.3% | $4,693-18.9% | $4,299-11.5% |
| Participant deferral / active EE | $10,742 | $8,310+29.3% | $7,997+34.3% | $6,507+65.1% |
| Admin fee / account holder | $5,393 | $14,846-63.7% | $13,435-59.9% | $12,624-57.3% |