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 | $229,933 | $185,822+23.7% | $169,993+35.3% | $139,434+64.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.63% | 60.50%-42.9pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,110 | $7,590-32.7% | $6,785-24.7% | $4,751+7.6% |
| Participant deferral / active EE | $7,888 | $11,622-32.1% | $10,408-24.2% | $6,710+17.6% |
| Admin fee / account holder | $527 | $15,381-96.6% | $12,815-95.9% | $11,403-95.4% |