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 | $181,444 | $175,202+3.6% | $149,673+21.2% | $139,434+30.1% |
| Participation rate | 52.6% | 83.4%-30.7pp | 78.8%-26.1pp | 80.3%-27.7pp |
| Annual return | 16.58% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,872 | $5,474-65.8% | $4,818-61.1% | $4,751-60.6% |
| Participant deferral / active EE | $3,147 | $6,519-51.7% | $5,680-44.6% | $6,710-53.1% |
| Admin fee / account holder | $792 | $16,150-95.1% | $13,210-94.0% | $11,403-93.1% |