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 | $182,180 | $177,572+2.6% | $154,803+17.7% | $142,382+28.0% |
| Participation rate | 68.4% | 82.1%-13.6pp | 78.1%-9.6pp | 80.1%-11.7pp |
| Annual return | 18.23% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,886 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $5,501 | $6,272-12.3% | $5,540-0.7% | $6,507-15.5% |
| Admin fee / account holder | $3,509 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |