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 | $146,057 | $157,256-7.1% | $141,162+3.5% | $152,861-4.5% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 19.02% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $938 | $5,261-82.2% | $4,735-80.2% | $4,762-80.3% |
| Participant deferral / active EE | $3,662 | $7,109-48.5% | $6,709-45.4% | $5,850-37.4% |
| Admin fee / account holder | $3,428 | $12,120-71.7% | $10,261-66.6% | $11,596-70.4% |