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 | $159,602-4.9% | $150,045+1.1% | $142,382+6.6% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 18.32% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,090 | $4,961-57.9% | $4,693-55.5% | $4,299-51.4% |
| Participant deferral / active EE | $5,484 | $8,310-34.0% | $7,997-31.4% | $6,507-15.7% |
| Admin fee / account holder | $756 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |