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 | $131,929 | $154,228-14.5% | $145,433-9.3% | $137,256-3.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 15.32% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,179 | $4,804-33.8% | $4,554-30.2% | $4,156-23.5% |
| Participant deferral / active EE | $7,179 | $8,216-12.6% | $7,897-9.1% | $6,407+12.1% |
| Admin fee / account holder | $9,610 | $14,344-33.0% | $13,129-26.8% | $12,270-21.7% |