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 | $166,619 | $176,812-5.8% | $146,665+13.6% | $167,490-0.5% |
| Participation rate | 65.0% | 83.6%-18.6pp | 80.1%-15.1pp | 82.1%-17.1pp |
| Annual return | 15.89% | 24.03%-8.1pp | 22.74%-6.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,165 | $5,160-77.4% | $4,136-71.8% | $4,837-75.9% |
| Participant deferral / active EE | $3,927 | $6,440-39.0% | $5,506-28.7% | $6,341-38.1% |
| Admin fee / account holder | $48,363 | $13,259+264.7% | $10,280+370.5% | $12,309+292.9% |