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 | $170,307 | $176,812-3.7% | $146,665+16.1% | $167,490+1.7% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 10.00% | 24.03%-14.0pp | 22.74%-12.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,207 | $5,160-76.6% | $4,136-70.8% | $4,837-75.1% |
| Participant deferral / active EE | $2,449 | $6,440-62.0% | $5,506-55.5% | $6,341-61.4% |
| Admin fee / account holder | $3,034 | $13,259-77.1% | $10,280-70.5% | $12,309-75.4% |