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 | $217,971 | $210,648+3.5% | $177,989+22.5% | $145,922+49.4% |
| Participation rate | 39.1% | 80.8%-41.6pp | 77.1%-38.0pp | 80.3%-41.1pp |
| Annual return | 14.71% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,657 | $4,565-63.7% | $3,949-58.0% | $4,660-64.4% |
| Participant deferral / active EE | $2,091 | $6,958-69.9% | $6,276-66.7% | $6,688-68.7% |
| Admin fee / account holder | $37,358 | $12,013+211.0% | $10,363+260.5% | $13,397+178.9% |