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 5-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 | $209,771 | $210,648-0.4% | $177,989+17.9% | $145,922+43.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.01% | 385.86%-377.9pp | 294.48%-286.5pp | 561.29%-553.3pp |
| Employer contribution / active EE | $640 | $4,565-86.0% | $3,949-83.8% | $4,660-86.3% |
| Participant deferral / active EE | $10,322 | $6,958+48.3% | $6,276+64.5% | $6,688+54.3% |
| Admin fee / account holder | $2,811 | $12,013-76.6% | $10,363-72.9% | $13,397-79.0% |