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 | $209,336-24.7% | $197,124-20.1% | $137,256+14.8% |
| Participation rate | 57.9% | 87.3%-29.4pp | 86.7%-28.8pp | 80.0%-22.1pp |
| Annual return | 14.11% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,245 | $6,591-20.4% | $6,227-15.8% | $4,156+26.2% |
| Participant deferral / active EE | $12,340 | $9,614+28.4% | $9,135+35.1% | $6,407+92.6% |
| Admin fee / account holder | $31,930 | $17,308+84.5% | $16,298+95.9% | $12,270+160.2% |