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 | $172,031 | $209,411-17.9% | $178,490-3.6% | $158,922+8.2% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 17.54% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,820 | $5,706-68.1% | $5,011-63.7% | $4,761-61.8% |
| Participant deferral / active EE | $5,510 | $5,954-7.5% | $5,202+5.9% | $5,982-7.9% |
| Admin fee / account holder | $1,783 | $17,074-89.6% | $13,984-87.3% | $11,246-84.1% |