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 | $131,181 | $154,117-14.9% | $129,995+0.9% | $139,434-5.9% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 14.34% | 32.48%-18.1pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,850 | $5,289-46.1% | $4,320-34.0% | $4,751-40.0% |
| Participant deferral / active EE | $5,998 | $6,710-10.6% | $5,820+3.1% | $6,710-10.6% |
| Admin fee / account holder | $32,576 | $14,007+132.6% | $10,614+206.9% | $11,403+185.7% |