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 | $152,748 | $177,572-14.0% | $154,803-1.3% | $142,382+7.3% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 19.39% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,874 | $4,810-61.0% | $4,305-56.5% | $4,299-56.4% |
| Participant deferral / active EE | $5,990 | $6,272-4.5% | $5,540+8.1% | $6,507-8.0% |
| Admin fee / account holder | $1,376 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |