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 | $150,110 | $181,894-17.5% | $156,549-4.1% | $273,961-45.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 22.24% | 30.74%-8.5pp | 32.23%-10.0pp | 41.45%-19.2pp |
| Employer contribution / active EE | $2,834 | $6,248-54.6% | $5,501-48.5% | $4,869-41.8% |
| Participant deferral / active EE | $7,439 | $5,550+34.0% | $4,871+52.7% | $5,287+40.7% |
| Admin fee / account holder | $758 | $15,559-95.1% | $13,027-94.2% | $10,132-92.5% |