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 | $149,046 | $209,411-28.8% | $178,490-16.5% | $158,922-6.2% |
| Participation rate | 63.2% | 86.3%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | 20.37% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,870 | $5,706-49.7% | $5,011-42.7% | $4,761-39.7% |
| Participant deferral / active EE | $7,065 | $5,954+18.7% | $5,202+35.8% | $5,982+18.1% |
| Admin fee / account holder | $348 | $17,074-98.0% | $13,984-97.5% | $11,246-96.9% |