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 | $155,415 | $162,781-4.5% | $133,956+16.0% | $158,922-2.2% |
| Participation rate | 23.5% | 83.2%-59.7pp | 79.8%-56.3pp | 82.0%-58.4pp |
| Annual return | 13.34% | 41.94%-28.6pp | 45.09%-31.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,187 | $4,975-76.1% | $3,919-69.7% | $4,761-75.1% |
| Participant deferral / active EE | $2,601 | $5,911-56.0% | $5,048-48.5% | $5,982-56.5% |
| Admin fee / account holder | $2,757 | $11,736-76.5% | $8,927-69.1% | $11,246-75.5% |