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 | $158,942 | $214,378-25.9% | $200,582-20.8% | $142,382+11.6% |
| Participation rate | 65.0% | 87.4%-22.4pp | 86.9%-21.9pp | 80.1%-15.1pp |
| Annual return | 18.42% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,643 | $6,841-32.1% | $6,419-27.7% | $4,299+8.0% |
| Participant deferral / active EE | $11,508 | $9,865+16.7% | $9,331+23.3% | $6,507+76.9% |
| Admin fee / account holder | $861 | $17,692-95.1% | $16,305-94.7% | $12,624-93.2% |