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 | $147,994 | $165,335-10.5% | $149,696-1.1% | $158,922-6.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 33.62% | 348.15%-314.5pp | 276.60%-243.0pp | 302.83%-269.2pp |
| Employer contribution / active EE | $4,320 | $5,103-15.4% | $4,644-7.0% | $4,761-9.3% |
| Participant deferral / active EE | $11,025 | $7,181+53.5% | $6,842+61.1% | $5,982+84.3% |
| Admin fee / account holder | $3,117 | $10,807-71.2% | $9,309-66.5% | $11,246-72.3% |