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 | $174,716 | $165,984+5.3% | $164,813+6.0% | $145,922+19.7% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 18.22% | 100.03%-81.8pp | 69.93%-51.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,267 | $5,273-57.0% | $4,341-47.8% | $4,660-51.3% |
| Participant deferral / active EE | $6,855 | $6,959-1.5% | $6,031+13.7% | $6,688+2.5% |
| Admin fee / account holder | $1,138 | $16,648-93.2% | $12,690-91.0% | $13,397-91.5% |