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 | $176,451 | $209,411-15.7% | $178,490-1.1% | $158,922+11.0% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 15.01% | 188.75%-173.7pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,819 | $5,706-68.1% | $5,011-63.7% | $4,761-61.8% |
| Participant deferral / active EE | $5,344 | $5,954-10.3% | $5,202+2.7% | $5,982-10.7% |
| Admin fee / account holder | $10,568 | $17,074-38.1% | $13,984-24.4% | $11,246-6.0% |