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 | $164,054 | $159,934+2.6% | $147,005+11.6% | $145,959+12.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 11.50% | 98.24%-86.7pp | 418.76%-407.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,783 | $5,287-47.4% | $4,934-43.6% | $4,661-40.3% |
| Participant deferral / active EE | $4,546 | $8,427-46.1% | $8,070-43.7% | $6,689-32.0% |
| Admin fee / account holder | $26,437 | $15,053+75.6% | $13,006+103.3% | $13,398+97.3% |