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 | $151,761 | $154,228-1.6% | $145,433+4.4% | $137,256+10.6% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 18.32% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,090 | $4,804-56.5% | $4,554-54.1% | $4,156-49.7% |
| Participant deferral / active EE | $5,484 | $8,216-33.3% | $7,897-30.6% | $6,407-14.4% |
| Admin fee / account holder | $756 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |