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 | $238,023 | $210,648+13.0% | $177,989+33.7% | $145,922+63.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.35% | 385.86%-376.5pp | 294.48%-285.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,588 | $4,565-65.2% | $3,949-59.8% | $4,660-65.9% |
| Participant deferral / active EE | $4,687 | $6,958-32.6% | $6,276-25.3% | $6,688-29.9% |
| Admin fee / account holder | $41,425 | $12,013+244.8% | $10,363+299.7% | $13,397+209.2% |