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 | $159,043 | $162,781-2.3% | $133,956+18.7% | $158,922+0.1% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 8.62% | 41.94%-33.3pp | 45.09%-36.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,463 | $4,975-70.6% | $3,919-62.7% | $4,761-69.3% |
| Participant deferral / active EE | $3,162 | $5,911-46.5% | $5,048-37.4% | $5,982-47.2% |
| Admin fee / account holder | $11,638 | $11,736-0.8% | $8,927+30.4% | $11,246+3.5% |