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 | $155,924 | $159,602-2.3% | $150,045+3.9% | $142,382+9.5% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.3%-21.2pp | 80.1%-19.0pp |
| Annual return | 15.49% | 70.24%-54.7pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,463 | $4,961-10.0% | $4,693-4.9% | $4,299+3.8% |
| Participant deferral / active EE | $7,916 | $8,310-4.7% | $7,997-1.0% | $6,507+21.7% |
| Admin fee / account holder | $14,859 | $14,846+0.1% | $13,435+10.6% | $12,624+17.7% |