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 | $144,501 | $148,534-2.7% | $135,903+6.3% | $139,434+3.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 12.89% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,488 | $5,243-14.4% | $4,856-7.6% | $4,751-5.5% |
| Participant deferral / active EE | $8,943 | $8,100+10.4% | $7,758+15.3% | $6,710+33.3% |
| Admin fee / account holder | $5,939 | $12,400-52.1% | $10,762-44.8% | $11,403-47.9% |