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 | $162,963 | $159,901+1.9% | $146,958+10.9% | $145,922+11.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.98% | 98.13%-87.1pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $14,104 | $5,286+166.8% | $4,933+185.9% | $4,660+202.7% |
| Participant deferral / active EE | $6,133 | $8,428-27.2% | $8,070-24.0% | $6,688-8.3% |
| Admin fee / account holder | $914 | $15,044-93.9% | $12,998-93.0% | $13,397-93.2% |