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 | $191,207 | $176,056+8.6% | $159,436+19.9% | $167,490+14.2% |
| Participation rate | 60.9% | 84.9%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 15.08% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,905 | $7,750-62.5% | $7,352-60.5% | $6,341-54.2% |
| Admin fee / account holder | $39,400 | $12,554+213.8% | $10,799+264.9% | $12,309+220.1% |