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 | $161,692 | $142,405+13.5% | $115,157+40.4% | $152,861+5.8% |
| Participation rate | 63.6% | 82.4%-18.7pp | 75.9%-12.3pp | 82.4%-18.8pp |
| Annual return | 19.55% | 41.48%-21.9pp | 35.60%-16.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,093 | $4,010-47.8% | $3,179-34.1% | $4,762-56.0% |
| Participant deferral / active EE | $3,910 | $5,164-24.3% | $4,168-6.2% | $5,850-33.2% |
| Admin fee / account holder | $2,595 | $8,462-69.3% | $7,088-63.4% | $11,596-77.6% |