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 | $153,695 | $157,256-2.3% | $141,162+8.9% | $152,861+0.5% |
| Participation rate | 11.1% | 84.8%-73.7pp | 82.5%-71.4pp | 82.4%-71.3pp |
| Annual return | 20.96% | 64.32%-43.4pp | 71.39%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,055 | $5,261-80.0% | $4,735-77.7% | $4,762-77.9% |
| Participant deferral / active EE | $2,778 | $7,109-60.9% | $6,709-58.6% | $5,850-52.5% |
| Admin fee / account holder | $651 | $12,120-94.6% | $10,261-93.7% | $11,596-94.4% |