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 | $168,151 | $157,256+6.9% | $141,162+19.1% | $152,861+10.0% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.4%-17.4pp |
| Annual return | 22.51% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,584 | $7,109-21.5% | $6,709-16.8% | $5,850-4.5% |
| Admin fee / account holder | $25,354 | $12,120+109.2% | $10,261+147.1% | $11,596+118.6% |