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 | $165,066 | $176,812-6.6% | $146,665+12.5% | $167,490-1.4% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.5pp |
| Annual return | 11.91% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,123 | $5,160-58.9% | $4,136-48.7% | $4,837-56.1% |
| Participant deferral / active EE | $5,556 | $6,440-13.7% | $5,506+0.9% | $6,341-12.4% |
| Admin fee / account holder | $7,462 | $13,259-43.7% | $10,280-27.4% | $12,309-39.4% |