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 | $147,042 | $185,822-20.9% | $169,993-13.5% | $139,434+5.5% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 17.63% | 60.50%-42.9pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,487 | $7,590-40.9% | $6,785-33.9% | $4,751-5.5% |
| Participant deferral / active EE | $11,432 | $11,622-1.6% | $10,408+9.8% | $6,710+70.4% |
| Admin fee / account holder | $8,122 | $15,381-47.2% | $12,815-36.6% | $11,403-28.8% |