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 | $141,333 | $74,888+88.7% | $71,209+98.5% | $142,382-0.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 16.86% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $11,538 | $2,854+304.2% | $2,721+324.1% | $4,299+168.4% |
| Participant deferral / active EE | $11,129 | $4,454+149.8% | $4,175+166.5% | $6,507+71.0% |
| Admin fee / account holder | $42,116 | $5,568+656.3% | $5,349+687.4% | $12,624+233.6% |