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 | $164,172 | $162,781+0.9% | $133,956+22.6% | $158,922+3.3% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 31.90% | 41.94%-10.0pp | 45.09%-13.2pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,878 | $4,975-62.3% | $3,919-52.1% | $4,761-60.6% |
| Participant deferral / active EE | $4,002 | $5,911-32.3% | $5,048-20.7% | $5,982-33.1% |
| Admin fee / account holder | $6,351 | $11,736-45.9% | $8,927-28.9% | $11,246-43.5% |