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 | $197,501 | $183,592+7.6% | $155,567+27.0% | $145,959+35.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.41% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,654 | $5,315-68.9% | $4,674-64.6% | $4,661-64.5% |
| Participant deferral / active EE | $5,182 | $6,464-19.8% | $5,628-7.9% | $6,689-22.5% |
| Admin fee / account holder | $234,266 | $19,318+1112.7% | $15,916+1371.8% | $13,398+1648.5% |