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 | $132,816 | $162,781-18.4% | $133,956-0.9% | $158,922-16.4% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 23.45% | 41.94%-18.5pp | 45.09%-21.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,686 | $4,975-66.1% | $3,919-57.0% | $4,761-64.6% |
| Participant deferral / active EE | $3,108 | $5,911-47.4% | $5,048-38.4% | $5,982-48.0% |
| Admin fee / account holder | $9,203 | $11,736-21.6% | $8,927+3.1% | $11,246-18.2% |