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 | $145,729 | $178,174-18.2% | $156,181-6.7% | $137,256+6.2% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 12.33% | 84.19%-71.9pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,624 | $4,972-67.3% | $4,294-62.2% | $4,156-60.9% |
| Participant deferral / active EE | $4,565 | $6,888-33.7% | $6,132-25.6% | $6,407-28.8% |
| Admin fee / account holder | $13,405 | $17,404-23.0% | $14,586-8.1% | $12,270+9.2% |