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 | $160,638 | $177,572-9.5% | $154,803+3.8% | $142,382+12.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 24.45% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $8,322 | $4,810+73.0% | $4,305+93.3% | $4,299+93.6% |
| Participant deferral / active EE | $6,200 | $6,272-1.1% | $5,540+11.9% | $6,507-4.7% |
| Admin fee / account holder | $2,002 | $16,786-88.1% | $14,329-86.0% | $12,624-84.1% |