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 | $124,595 | $183,519-32.1% | $155,509-19.9% | $145,922-14.6% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 18.82% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,525 | $5,313-52.5% | $4,672-46.0% | $4,660-45.8% |
| Participant deferral / active EE | $6,783 | $6,462+5.0% | $5,626+20.6% | $6,688+1.4% |
| Admin fee / account holder | $22,952 | $19,313+18.8% | $15,912+44.2% | $13,397+71.3% |