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 | $145,096 | $152,460-4.8% | $118,746+22.2% | $147,584-1.7% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 16.53% | 17.41%-0.9pp | 24.54%-8.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,889 | $5,046-62.6% | $4,193-55.0% | $4,876-61.3% |
| Participant deferral / active EE | $3,977 | $6,212-36.0% | $5,332-25.4% | $5,439-26.9% |
| Admin fee / account holder | $4,577 | $16,953-73.0% | $10,720-57.3% | $10,885-58.0% |