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 | $184,201 | $201,259-8.5% | $184,2000% | $145,959+26.2% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 16.43% | 28.98%-12.6pp | 28.80%-12.4pp | 561.95%-545.5pp |
| Employer contribution / active EE | $3,488 | $7,018-50.3% | $6,424-45.7% | $4,661-25.2% |
| Participant deferral / active EE | $10,010 | $9,806+2.1% | $9,132+9.6% | $6,689+49.7% |
| Admin fee / account holder | $166,896 | $16,372+919.4% | $13,907+1100.1% | $13,398+1145.7% |