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 | $154,285 | $198,466-22.3% | $170,442-9.5% | $147,584+4.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 16.22% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,638 | $6,184-73.5% | $5,433-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $3,285 | $5,629-41.6% | $4,939-33.5% | $5,439-39.6% |
| Admin fee / account holder | $1,251 | $16,852-92.6% | $13,880-91.0% | $10,885-88.5% |