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 | $148,774 | $98,750+50.7% | $149,696-0.6% | $79,858+86.3% |
| Participation rate | 61.8% | 75.8%-14.0pp | 82.5%-20.7pp | 69.6%-7.9pp |
| Annual return | 15.95% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,058 | $3,216-67.1% | $4,644-77.2% | $2,471-57.2% |
| Participant deferral / active EE | $4,180 | $5,680-26.4% | $6,842-38.9% | $3,740+11.8% |
| Admin fee / account holder | $9,871 | $6,053+63.1% | $9,309+6.0% | $5,306+86.0% |