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 | $145,606 | $175,202-16.9% | $149,673-2.7% | $139,434+4.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.00% | 166.71%-138.7pp | 134.42%-106.4pp | 372.94%-344.9pp |
| Employer contribution / active EE | $2,626 | $5,474-52.0% | $4,818-45.5% | $4,751-44.7% |
| Participant deferral / active EE | $1,986 | $6,519-69.5% | $5,680-65.0% | $6,710-70.4% |
| Admin fee / account holder | $1,996 | $16,150-87.6% | $13,210-84.9% | $11,403-82.5% |