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 | $174,907 | $165,984+5.4% | $164,813+6.1% | $145,922+19.9% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 11.59% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,121 | $5,273-40.8% | $4,341-28.1% | $4,660-33.0% |
| Participant deferral / active EE | $6,193 | $6,959-11.0% | $6,031+2.7% | $6,688-7.4% |
| Admin fee / account holder | $64,928 | $16,648+290.0% | $12,690+411.7% | $13,397+384.6% |