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 | $138,939 | $209,336-33.6% | $197,124-29.5% | $137,256+1.2% |
| Participation rate | 47.1% | 87.3%-40.2pp | 86.7%-39.7pp | 80.0%-32.9pp |
| Annual return | 21.59% | 48.09%-26.5pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $6,779 | $6,591+2.9% | $6,227+8.9% | $4,156+63.1% |
| Participant deferral / active EE | $11,961 | $9,614+24.4% | $9,135+30.9% | $6,407+86.7% |
| Admin fee / account holder | $6,739 | $17,308-61.1% | $16,298-58.6% | $12,270-45.1% |