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 | $152,884 | $201,272-24.0% | $184,203-17.0% | $145,922+4.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.68% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,181 | $7,022-68.9% | $6,427-66.1% | $4,660-53.2% |
| Participant deferral / active EE | $7,495 | $9,806-23.6% | $9,131-17.9% | $6,688+12.1% |
| Admin fee / account holder | $7,117 | $16,364-56.5% | $13,901-48.8% | $13,397-46.9% |