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 | $145,098 | $177,572-18.3% | $154,803-6.3% | $142,382+1.9% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.1%-20.2pp | 80.1%-22.2pp |
| Annual return | 13.26% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,525 | $4,810-68.3% | $4,305-64.6% | $4,299-64.5% |
| Participant deferral / active EE | $3,903 | $6,272-37.8% | $5,540-29.5% | $6,507-40.0% |
| Admin fee / account holder | $5,780 | $16,786-65.6% | $14,329-59.7% | $12,624-54.2% |