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 | $140,985 | $152,587-7.6% | $125,175+12.6% | $152,861-7.8% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 10.81% | 54.84%-44.0pp | 43.79%-33.0pp | 345.32%-334.5pp |
| Employer contribution / active EE | $5,095 | $4,946+3.0% | $3,865+31.8% | $4,762+7.0% |
| Participant deferral / active EE | $5,142 | $5,868-12.4% | $4,937+4.2% | $5,850-12.1% |
| Admin fee / account holder | $2,796 | $13,434-79.2% | $9,702-71.2% | $11,596-75.9% |