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 | $145,344 | $152,587-4.7% | $125,175+16.1% | $152,861-4.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 25.31% | 54.84%-29.5pp | 43.79%-18.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,012 | $4,946-59.3% | $3,865-47.9% | $4,762-57.7% |
| Participant deferral / active EE | $4,418 | $5,868-24.7% | $4,937-10.5% | $5,850-24.5% |
| Admin fee / account holder | $6,763 | $13,434-49.7% | $9,702-30.3% | $11,596-41.7% |