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 | $225,282 | $198,466+13.5% | $170,442+32.2% | $147,584+52.6% |
| Participation rate | 36.4% | 88.0%-51.6pp | 83.6%-47.2pp | 82.8%-46.5pp |
| Annual return | 15.14% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,334 | $6,184-78.4% | $5,433-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $5,788 | $5,629+2.8% | $4,939+17.2% | $5,439+6.4% |
| Admin fee / account holder | $181,193 | $16,852+975.2% | $13,880+1205.4% | $10,885+1564.6% |