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 | $139,141 | $133,922+3.9% | $116,228+19.7% | $142,382-2.3% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.6%-29.6pp | 80.1%-35.1pp |
| Annual return | 12.84% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,095 | $3,446-68.2% | $2,994-63.4% | $4,299-74.5% |
| Participant deferral / active EE | $4,050 | $5,672-28.6% | $4,953-18.2% | $6,507-37.8% |
| Admin fee / account holder | $4,916 | $14,945-67.1% | $11,989-59.0% | $12,624-61.1% |