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 | $143,339 | $177,572-19.3% | $154,803-7.4% | $142,382+0.7% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 15.89% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,538 | $4,810+77.5% | $4,305+98.3% | $4,299+98.6% |
| Participant deferral / active EE | $3,466 | $6,272-44.7% | $5,540-37.4% | $6,507-46.7% |
| Admin fee / account holder | $20,285 | $16,786+20.8% | $14,329+41.6% | $12,624+60.7% |