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 | $176,156 | $144,119+22.2% | $117,854+49.5% | $147,584+19.4% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 14.94% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,570 | $4,896-67.9% | $3,786-58.5% | $4,876-67.8% |
| Participant deferral / active EE | $3,550 | $5,316-33.2% | $4,482-20.8% | $5,439-34.7% |
| Admin fee / account holder | $127,027 | $10,886+1066.9% | $8,020+1483.9% | $10,885+1067.0% |