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 | $152,644 | $183,963-17.0% | $162,163-5.9% | $152,861-0.1% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 15.19% | 150.76%-135.6pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,576 | $6,371-59.6% | $5,614-54.1% | $4,762-45.9% |
| Participant deferral / active EE | $8,174 | $8,034+1.7% | $7,298+12.0% | $5,850+39.7% |
| Admin fee / account holder | $25,525 | $13,121+94.5% | $10,843+135.4% | $11,596+120.1% |