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 | $183,471 | $165,335+11.0% | $149,696+22.6% | $158,922+15.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 22.36% | 348.15%-325.8pp | 276.60%-254.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $7,610 | $5,103+49.1% | $4,644+63.9% | $4,761+59.8% |
| Participant deferral / active EE | $6,049 | $7,181-15.8% | $6,842-11.6% | $5,982+1.1% |
| Admin fee / account holder | $8,428 | $10,807-22.0% | $9,309-9.5% | $11,246-25.1% |