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 | $201,272-8.5% | $184,2030% | $145,922+26.2% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 16.43% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,488 | $7,022-50.3% | $6,427-45.7% | $4,660-25.1% |
| Participant deferral / active EE | $10,010 | $9,806+2.1% | $9,131+9.6% | $6,688+49.7% |
| Admin fee / account holder | $166,896 | $16,364+919.9% | $13,901+1100.6% | $13,397+1145.8% |