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 | $175,276 | $165,335+6.0% | $149,696+17.1% | $158,922+10.3% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 10.50% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $925 | $5,103-81.9% | $4,644-80.1% | $4,761-80.6% |
| Participant deferral / active EE | $5,119 | $7,181-28.7% | $6,842-25.2% | $5,982-14.4% |
| Admin fee / account holder | $1,190 | $10,807-89.0% | $9,309-87.2% | $11,246-89.4% |