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 | $176,913 | $88,672+99.5% | $105,223+68.1% | $82,448+114.6% |
| Participation rate | 67.7% | 67.9%-0.2pp | 75.0%-7.3pp | 68.1%-0.3pp |
| Annual return | 19.91% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,386 | $3,048-54.5% | $3,689-62.4% | $2,551-45.7% |
| Participant deferral / active EE | $4,995 | $4,036+23.8% | $5,072-1.5% | $4,139+20.7% |
| Admin fee / account holder | $50,127 | $7,146+601.5% | $8,859+465.8% | $7,234+592.9% |