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 | $180,887 | $202,432-10.6% | $169,368+6.8% | $139,434+29.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 18.74% | 531.74%-513.0pp | 405.60%-386.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,924 | $4,692-37.7% | $4,013-27.1% | $4,751-38.4% |
| Participant deferral / active EE | $9,218 | $6,938+32.9% | $6,221+48.2% | $6,710+37.4% |
| Admin fee / account holder | $7,596 | $10,708-29.1% | $9,003-15.6% | $11,403-33.4% |