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 | $181,651 | $190,805-4.8% | $159,960+13.6% | $134,475+35.1% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 2.42% | 552.23%-549.8pp | 408.60%-406.2pp | 417.96%-415.5pp |
| Employer contribution / active EE | $4,548 | $4,995-9.0% | $4,226+7.6% | $4,740-4.0% |
| Participant deferral / active EE | $13,322 | $6,923+92.4% | $6,182+115.5% | $6,400+108.2% |
| Admin fee / account holder | $581 | $10,471-94.5% | $8,698-93.3% | $11,426-94.9% |