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 | $166,110 | $177,572-6.5% | $154,803+7.3% | $142,382+16.7% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.1%-25.7pp | 80.1%-27.7pp |
| Annual return | 19.28% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,155 | $4,810-76.0% | $4,305-73.2% | $4,299-73.1% |
| Participant deferral / active EE | $3,966 | $6,272-36.8% | $5,540-28.4% | $6,507-39.0% |
| Admin fee / account holder | $1,686 | $16,786-90.0% | $14,329-88.2% | $12,624-86.6% |