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 | $147,396 | $158,817-7.2% | $121,196+21.6% | $135,375+8.9% |
| Participation rate | 68.2% | 79.3%-11.1pp | 71.7%-3.6pp | 82.6%-14.5pp |
| Annual return | 104.49% | -0.64%+105.1pp | 16.93%+87.6pp | 519.73%-415.2pp |
| Employer contribution / active EE | $8,834 | $5,665+56.0% | $4,022+119.7% | $4,779+84.9% |
| Participant deferral / active EE | $7,878 | $4,005+96.7% | $3,344+135.6% | $5,609+40.5% |
| Admin fee / account holder | $1,962 | $6,512-69.9% | $5,019-60.9% | $10,827-81.9% |