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 | $152,438 | $202,432-24.7% | $169,368-10.0% | $139,434+9.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.40% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,866 | $4,692-38.9% | $4,013-28.6% | $4,751-39.7% |
| Participant deferral / active EE | $7,345 | $6,938+5.9% | $6,221+18.1% | $6,710+9.5% |
| Admin fee / account holder | $1,326 | $10,708-87.6% | $9,003-85.3% | $11,403-88.4% |