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 | $175,092 | $217,402-19.5% | $185,823-5.8% | $167,490+4.5% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 11.70% | 148.36%-136.7pp | 122.05%-110.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,946 | $5,873-49.8% | $5,167-43.0% | $4,837-39.1% |
| Participant deferral / active EE | $6,111 | $6,356-3.9% | $5,568+9.8% | $6,341-3.6% |
| Admin fee / account holder | $67,427 | $19,811+240.4% | $16,237+315.3% | $12,309+447.8% |