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 | $174,074 | $227,553-23.5% | $189,557-8.2% | $167,490+3.9% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.4%-14.2pp | 82.1%-17.8pp |
| Annual return | 15.52% | 78.40%-62.9pp | 64.17%-48.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,019 | $5,316-43.2% | $4,412-31.6% | $4,837-37.6% |
| Participant deferral / active EE | $7,227 | $7,002+3.2% | $6,174+17.1% | $6,341+14.0% |
| Admin fee / account holder | $4,260 | $11,878-64.1% | $9,807-56.6% | $12,309-65.4% |