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 | $219,040 | $215,361+1.7% | $171,082+28.0% | $273,961-20.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 10.01% | 25.14%-15.1pp | 32.56%-22.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,068 | $4,967-18.1% | $4,002+1.6% | $4,869-16.5% |
| Participant deferral / active EE | $6,363 | $5,543+14.8% | $4,797+32.6% | $5,287+20.3% |
| Admin fee / account holder | $1,990 | $10,846-81.7% | $8,520-76.6% | $10,132-80.4% |