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 | $146,277 | $183,519-20.3% | $155,509-5.9% | $145,922+0.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 24.82% | 61.17%-36.3pp | 64.67%-39.8pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,177 | $5,313-40.2% | $4,672-32.0% | $4,660-31.8% |
| Participant deferral / active EE | $8,008 | $6,462+23.9% | $5,626+42.3% | $6,688+19.7% |
| Admin fee / account holder | $2,014 | $19,313-89.6% | $15,912-87.3% | $13,397-85.0% |