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 | $144,751 | $162,781-11.1% | $133,956+8.1% | $158,922-8.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 18.11% | 41.94%-23.8pp | 45.09%-27.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,452 | $4,975-30.6% | $3,919-11.9% | $4,761-27.5% |
| Participant deferral / active EE | $4,300 | $5,911-27.3% | $5,048-14.8% | $5,982-28.1% |
| Admin fee / account holder | $1,440 | $11,736-87.7% | $8,927-83.9% | $11,246-87.2% |