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 | $138,305 | $210,343-34.2% | $153,432-9.9% | $145,959-5.2% |
| Participation rate | 46.7% | 82.1%-35.4pp | 77.1%-30.4pp | 80.3%-33.6pp |
| Annual return | 11.23% | 13.38%-2.1pp | 15.66%-4.4pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,910 | $6,047-51.9% | $5,038-42.2% | $4,661-37.6% |
| Participant deferral / active EE | $5,262 | $7,977-34.0% | $6,757-22.1% | $6,689-21.3% |
| Admin fee / account holder | $52,893 | $19,424+172.3% | $12,725+315.7% | $13,398+294.8% |