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 | $154,366 | $173,345-10.9% | $136,007+13.5% | $145,922+5.8% |
| Participation rate | 62.5% | 80.5%-18.0pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 7.92% | 1163.32%-1155.4pp | 579.32%-571.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,601 | $5,278-69.7% | $4,217-62.0% | $4,660-65.6% |
| Participant deferral / active EE | $2,517 | $8,699-71.1% | $7,025-64.2% | $6,688-62.4% |
| Admin fee / account holder | $455 | $9,954-95.4% | $6,858-93.4% | $13,397-96.6% |