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 | $111,586 | $114,381-2.4% | $107,525+3.8% | $142,382-21.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 12.74% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,584 | $4,015-60.5% | $3,754-57.8% | $4,299-63.2% |
| Participant deferral / active EE | $1,920 | $5,564-65.5% | $5,116-62.5% | $6,507-70.5% |
| Admin fee / account holder | $4,333 | $9,860-56.1% | $8,919-51.4% | $12,624-65.7% |