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 | $151,281 | $177,572-14.8% | $154,803-2.3% | $142,382+6.2% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 15.32% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,572 | $4,810-67.3% | $4,305-63.5% | $4,299-63.4% |
| Participant deferral / active EE | $3,449 | $6,272-45.0% | $5,540-37.7% | $6,507-47.0% |
| Admin fee / account holder | $13,049 | $16,786-22.3% | $14,329-8.9% | $12,624+3.4% |