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 | $142,411 | $144,119-1.2% | $117,854+20.8% | $147,584-3.5% |
| Participation rate | 54.2% | 83.4%-29.3pp | 79.7%-25.5pp | 82.8%-28.7pp |
| Annual return | 12.09% | 531.15%-519.1pp | 335.08%-323.0pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,611 | $4,896-46.7% | $3,786-31.0% | $4,876-46.5% |
| Participant deferral / active EE | $4,934 | $5,316-7.2% | $4,482+10.1% | $5,439-9.3% |
| Admin fee / account holder | $8,186 | $10,886-24.8% | $8,020+2.1% | $10,885-24.8% |