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 | $166,877 | $183,519-9.1% | $155,509+7.3% | $145,922+14.4% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.0pp | 80.3%-17.1pp |
| Annual return | 19.17% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,138 | $5,313-78.6% | $4,672-75.6% | $4,660-75.6% |
| Participant deferral / active EE | $4,696 | $6,462-27.3% | $5,626-16.5% | $6,688-29.8% |
| Admin fee / account holder | $25,020 | $19,313+29.5% | $15,912+57.2% | $13,397+86.8% |