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 | $183,477 | $201,272-8.8% | $184,203-0.4% | $145,922+25.7% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.0pp |
| Annual return | 16.43% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,003 | $7,022-71.5% | $6,427-68.8% | $4,660-57.0% |
| Participant deferral / active EE | $5,028 | $9,806-48.7% | $9,131-44.9% | $6,688-24.8% |
| Admin fee / account holder | $825 | $16,364-95.0% | $13,901-94.1% | $13,397-93.8% |