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 | $168,668 | $185,822-9.2% | $169,993-0.8% | $139,434+21.0% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 17.77% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,618 | $7,590-65.5% | $6,785-61.4% | $4,751-44.9% |
| Participant deferral / active EE | $6,306 | $11,622-45.7% | $10,408-39.4% | $6,710-6.0% |
| Admin fee / account holder | $1,345 | $15,381-91.3% | $12,815-89.5% | $11,403-88.2% |