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 | $134,466 | $109,327+23.0% | $89,391+50.4% | $158,922-15.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 18.50% | 345.68%-327.2pp | 245.62%-227.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $20,615 | $3,170+550.4% | $2,586+697.3% | $4,761+333.0% |
| Participant deferral / active EE | $5,917 | $4,598+28.7% | $3,890+52.1% | $5,982-1.1% |
| Admin fee / account holder | $802 | $6,153-87.0% | $4,881-83.6% | $11,246-92.9% |