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 | $149,119 | $157,256-5.2% | $141,162+5.6% | $152,861-2.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 27.75% | 64.32%-36.6pp | 71.39%-43.6pp | 345.32%-317.6pp |
| Employer contribution / active EE | $4,221 | $5,261-19.8% | $4,735-10.9% | $4,762-11.4% |
| Participant deferral / active EE | $5,920 | $7,109-16.7% | $6,709-11.8% | $5,850+1.2% |
| Admin fee / account holder | $1,256 | $12,120-89.6% | $10,261-87.8% | $11,596-89.2% |