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 | $175,633 | $217,402-19.2% | $185,823-5.5% | $167,490+4.9% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 21.62% | 148.36%-126.7pp | 122.05%-100.4pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,049 | $5,873-65.1% | $5,167-60.3% | $4,837-57.6% |
| Participant deferral / active EE | $4,262 | $6,356-33.0% | $5,568-23.5% | $6,341-32.8% |
| Admin fee / account holder | $915 | $19,811-95.4% | $16,237-94.4% | $12,309-92.6% |