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 | $155,721 | $152,460+2.1% | $118,746+31.1% | $147,584+5.5% |
| Participation rate | 57.9% | 82.3%-24.4pp | 78.3%-20.4pp | 82.8%-24.9pp |
| Annual return | 27.46% | 17.41%+10.1pp | 24.54%+2.9pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,327 | $5,046-53.9% | $4,193-44.5% | $4,876-52.3% |
| Participant deferral / active EE | $4,311 | $6,212-30.6% | $5,332-19.2% | $5,439-20.7% |
| Admin fee / account holder | $1,517 | $16,953-91.1% | $10,720-85.8% | $10,885-86.1% |