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 | $171,814 | $157,256+9.3% | $141,162+21.7% | $152,861+12.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 33.18% | 64.32%-31.1pp | 71.39%-38.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $2,611 | $5,261-50.4% | $4,735-44.9% | $4,762-45.2% |
| Participant deferral / active EE | $8,112 | $7,109+14.1% | $6,709+20.9% | $5,850+38.7% |
| Admin fee / account holder | $2,860 | $12,120-76.4% | $10,261-72.1% | $11,596-75.3% |