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 | $170,868 | $228,332-25.2% | $185,823-8.0% | $158,922+7.5% |
| Participation rate | 68.2% | 82.3%-14.1pp | 78.0%-9.8pp | 82.0%-13.8pp |
| Annual return | 14.38% | 40.80%-26.4pp | 35.95%-21.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $655 | $4,967-86.8% | $4,087-84.0% | $4,761-86.3% |
| Participant deferral / active EE | $6,942 | $6,415+8.2% | $5,632+23.3% | $5,982+16.0% |
| Admin fee / account holder | $8,031 | $11,864-32.3% | $9,500-15.5% | $11,246-28.6% |