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 | $145,545 | $175,202-16.9% | $149,673-2.8% | $139,434+4.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.21% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,165 | $5,474-78.7% | $4,818-75.8% | $4,751-75.5% |
| Participant deferral / active EE | $12,234 | $6,519+87.7% | $5,680+115.4% | $6,710+82.3% |
| Admin fee / account holder | $1,198 | $16,150-92.6% | $13,210-90.9% | $11,403-89.5% |