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 | $147,442 | $154,228-4.4% | $145,433+1.4% | $137,256+7.4% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 31.70% | 74.59%-42.9pp | 66.58%-34.9pp | 220.34%-188.6pp |
| Employer contribution / active EE | $3,952 | $4,804-17.7% | $4,554-13.2% | $4,156-4.9% |
| Participant deferral / active EE | $5,743 | $8,216-30.1% | $7,897-27.3% | $6,407-10.4% |
| Admin fee / account holder | $1,033 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |