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 | $120,376 | $138,065-12.8% | $123,544-2.6% | $135,375-11.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 6.43% | 153.68%-147.3pp | 119.20%-112.8pp | 519.73%-513.3pp |
| Employer contribution / active EE | $5,173 | $5,151+0.4% | $4,628+11.8% | $4,779+8.2% |
| Participant deferral / active EE | $6,926 | $6,799+1.9% | $6,426+7.8% | $5,609+23.5% |
| Admin fee / account holder | $50,390 | $10,916+361.6% | $9,284+442.8% | $10,827+365.4% |