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 | $186,492 | $157,256+18.6% | $141,162+32.1% | $152,861+22.0% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.4%-21.3pp |
| Annual return | 42.01% | 64.32%-22.3pp | 71.39%-29.4pp | 345.32%-303.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,189 | $7,109+29.3% | $6,709+37.0% | $5,850+57.1% |
| Admin fee / account holder | $48,251 | $12,120+298.1% | $10,261+370.2% | $11,596+316.1% |