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 | $166,472 | $175,202-5.0% | $149,673+11.2% | $139,434+19.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.30% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,287 | $5,474-40.0% | $4,818-31.8% | $4,751-30.8% |
| Participant deferral / active EE | $8,880 | $6,519+36.2% | $5,680+56.3% | $6,710+32.3% |
| Admin fee / account holder | $4,776 | $16,150-70.4% | $13,210-63.8% | $11,403-58.1% |