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 | $173,033 | $165,912+4.3% | $122,332+41.4% | $147,584+17.2% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 17.98% | 34.55%-16.6pp | 30.27%-12.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $5,835 | $5,754+1.4% | $4,050+44.1% | $4,876+19.7% |
| Participant deferral / active EE | $6,600 | $4,005+64.8% | $3,287+100.8% | $5,439+21.4% |
| Admin fee / account holder | $412 | $7,424-94.5% | $5,478-92.5% | $10,885-96.2% |