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 | $157,539 | $214,378-26.5% | $200,582-21.5% | $142,382+10.6% |
| Participation rate | 57.9% | 87.4%-29.5pp | 86.9%-29.0pp | 80.1%-22.2pp |
| Annual return | 14.11% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,245 | $6,841-23.3% | $6,419-18.3% | $4,299+22.0% |
| Participant deferral / active EE | $12,340 | $9,865+25.1% | $9,331+32.2% | $6,507+89.6% |
| Admin fee / account holder | $31,930 | $17,692+80.5% | $16,305+95.8% | $12,624+152.9% |