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 | $136,508 | $159,934-14.6% | $147,005-7.1% | $145,959-6.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 12.20% | 98.24%-86.0pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,124 | $5,287-59.8% | $4,934-56.9% | $4,661-54.4% |
| Participant deferral / active EE | $9,559 | $8,427+13.4% | $8,070+18.5% | $6,689+42.9% |
| Admin fee / account holder | $382 | $15,053-97.5% | $13,006-97.1% | $13,398-97.1% |