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 | $198,783 | $198,466+0.2% | $170,442+16.6% | $147,584+34.7% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 13.71% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,536 | $6,184-59.0% | $5,433-53.3% | $4,876-48.0% |
| Participant deferral / active EE | $5,799 | $5,629+3.0% | $4,939+17.4% | $5,439+6.6% |
| Admin fee / account holder | $46,188 | $16,852+174.1% | $13,880+232.8% | $10,885+324.3% |