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 | $164,641 | $176,056-6.5% | $159,436+3.3% | $167,490-1.7% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 14.45% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,774 | $5,297-66.5% | $4,829-63.3% | $4,837-63.3% |
| Participant deferral / active EE | $5,843 | $7,750-24.6% | $7,352-20.5% | $6,341-7.9% |
| Admin fee / account holder | $4,849 | $12,554-61.4% | $10,799-55.1% | $12,309-60.6% |