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 | $131,213 | $177,572-26.1% | $154,803-15.2% | $142,382-7.8% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.1%-25.1pp | 80.1%-27.2pp |
| Annual return | 12.21% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,957 | $4,810-38.5% | $4,305-31.3% | $4,299-31.2% |
| Participant deferral / active EE | $6,150 | $6,272-1.9% | $5,540+11.0% | $6,507-5.5% |
| Admin fee / account holder | $34,827 | $16,786+107.5% | $14,329+143.0% | $12,624+175.9% |