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 | $142,031 | $210,648-32.6% | $177,989-20.2% | $145,922-2.7% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 20.44% | 385.86%-365.4pp | 294.48%-274.0pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,147 | $4,565-53.0% | $3,949-45.6% | $4,660-53.9% |
| Participant deferral / active EE | $5,156 | $6,958-25.9% | $6,276-17.9% | $6,688-22.9% |
| Admin fee / account holder | $945 | $12,013-92.1% | $10,363-90.9% | $13,397-92.9% |