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 | $131,072 | $126,574+3.6% | $106,213+23.4% | $145,922-10.2% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 11.85% | 224.79%-212.9pp | 116.14%-104.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,189 | $3,730-14.5% | $3,171+0.6% | $4,660-31.6% |
| Participant deferral / active EE | $6,641 | $5,724+16.0% | $5,016+32.4% | $6,688-0.7% |
| Admin fee / account holder | $17,547 | $17,304+1.4% | $11,033+59.0% | $13,397+31.0% |