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 | $188,172 | $159,901+17.7% | $146,958+28.0% | $145,922+29.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 10.68% | 98.13%-87.4pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,288 | $5,286-37.8% | $4,933-33.3% | $4,660-29.4% |
| Participant deferral / active EE | $10,162 | $8,428+20.6% | $8,070+25.9% | $6,688+51.9% |
| Admin fee / account holder | $229,769 | $15,044+1427.3% | $12,998+1667.7% | $13,397+1615.1% |