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 | $188,147 | $210,648-10.7% | $177,989+5.7% | $145,922+28.9% |
| Participation rate | 65.0% | 80.8%-15.8pp | 77.1%-12.1pp | 80.3%-15.3pp |
| Annual return | 17.22% | 385.86%-368.6pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,476 | $4,565-23.8% | $3,949-12.0% | $4,660-25.4% |
| Participant deferral / active EE | $9,146 | $6,958+31.5% | $6,276+45.7% | $6,688+36.8% |
| Admin fee / account holder | $5,832 | $12,013-51.5% | $10,363-43.7% | $13,397-56.5% |