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 | $214,378-35.2% | $200,582-30.7% | $142,382-2.4% |
| Participation rate | 47.1% | 87.4%-40.4pp | 86.9%-39.8pp | 80.1%-33.1pp |
| Annual return | 21.59% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $6,779 | $6,841-0.9% | $6,419+5.6% | $4,299+57.7% |
| Participant deferral / active EE | $11,961 | $9,865+21.3% | $9,331+28.2% | $6,507+83.8% |
| Admin fee / account holder | $6,739 | $17,692-61.9% | $16,305-58.7% | $12,624-46.6% |