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 | $117,663 | $197,591-40.5% | $177,821-33.8% | $158,922-26.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 22.09% | 58.76%-36.7pp | 48.32%-26.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,546 | $6,697-76.9% | $5,918-73.9% | $4,761-67.5% |
| Participant deferral / active EE | $7,730 | $8,405-8.0% | $7,714+0.2% | $5,982+29.2% |
| Admin fee / account holder | $897 | $15,399-94.2% | $12,427-92.8% | $11,246-92.0% |