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 | $154,908 | $167,483-7.5% | $115,752+33.8% | $147,584+5.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 82.8%-22.8pp |
| Annual return | 16.26% | 12.11%+4.2pp | 19.41%-3.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,187 | $4,960-35.7% | $3,492-8.7% | $4,876-34.6% |
| Participant deferral / active EE | $7,408 | $7,037+5.3% | $5,204+42.4% | $5,439+36.2% |
| Admin fee / account holder | $3,105 | $13,069-76.2% | $6,278-50.5% | $10,885-71.5% |