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 | $147,607 | $159,602-7.5% | $150,045-1.6% | $142,382+3.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 13.75% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,761 | $4,961-24.2% | $4,693-19.9% | $4,299-12.5% |
| Participant deferral / active EE | $16,197 | $8,310+94.9% | $7,997+102.5% | $6,507+148.9% |
| Admin fee / account holder | $431,581 | $14,846+2807.0% | $13,435+3112.4% | $12,624+3318.8% |