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 | $183,462 | $165,335+11.0% | $149,696+22.6% | $158,922+15.4% |
| Participation rate | 31.3% | 84.6%-53.3pp | 82.5%-51.2pp | 82.0%-50.7pp |
| Annual return | 11.84% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $7,111 | $5,103+39.4% | $4,644+53.1% | $4,761+49.4% |
| Participant deferral / active EE | $4,156 | $7,181-42.1% | $6,842-39.3% | $5,982-30.5% |
| Admin fee / account holder | $10,321 | $10,807-4.5% | $9,309+10.9% | $11,246-8.2% |