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 | $165,093 | $228,332-27.7% | $185,823-11.2% | $158,922+3.9% |
| Participation rate | 47.4% | 82.3%-34.9pp | 78.0%-30.7pp | 82.0%-34.6pp |
| Annual return | 21.46% | 40.80%-19.3pp | 35.95%-14.5pp | 302.83%-281.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,633 | $6,415-27.8% | $5,632-17.7% | $5,982-22.5% |
| Admin fee / account holder | $10,656 | $11,864-10.2% | $9,500+12.2% | $11,246-5.2% |