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 | $234,208 | $209,336+11.9% | $197,124+18.8% | $137,256+70.6% |
| Participation rate | 53.8% | 87.3%-33.5pp | 86.7%-32.9pp | 80.0%-26.1pp |
| Annual return | 15.39% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,535 | $6,591-61.5% | $6,227-59.3% | $4,156-39.0% |
| Participant deferral / active EE | $6,387 | $9,614-33.6% | $9,135-30.1% | $6,407-0.3% |
| Admin fee / account holder | $27,226 | $17,308+57.3% | $16,298+67.0% | $12,270+121.9% |