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 | $156,736 | $159,934-2.0% | $147,005+6.6% | $145,959+7.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.57% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,853 | $5,287-65.0% | $4,934-62.4% | $4,661-60.2% |
| Participant deferral / active EE | $3,583 | $8,427-57.5% | $8,070-55.6% | $6,689-46.4% |
| Admin fee / account holder | $983 | $15,053-93.5% | $13,006-92.4% | $13,398-92.7% |