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 | $235,639 | $228,332+3.2% | $185,823+26.8% | $158,922+48.3% |
| Participation rate | 68.8% | 82.3%-13.5pp | 78.0%-9.3pp | 82.0%-13.2pp |
| Annual return | 16.32% | 40.80%-24.5pp | 35.95%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,594 | $4,967-67.9% | $4,087-61.0% | $4,761-66.5% |
| Participant deferral / active EE | $4,298 | $6,415-33.0% | $5,632-23.7% | $5,982-28.2% |
| Admin fee / account holder | $1,808 | $11,864-84.8% | $9,500-81.0% | $11,246-83.9% |