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 | $191,830 | $197,591-2.9% | $177,821+7.9% | $158,922+20.7% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 53.04% | 58.76%-5.7pp | 48.32%+4.7pp | 302.83%-249.8pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,653 | $8,405+50.5% | $7,714+64.0% | $5,982+111.5% |
| Admin fee / account holder | $210,833 | $15,399+1269.1% | $12,427+1596.5% | $11,246+1774.8% |