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 | $187,067 | $214,378-12.7% | $200,582-6.7% | $142,382+31.4% |
| Participation rate | 46.2% | 87.4%-41.3pp | 86.9%-40.7pp | 80.1%-34.0pp |
| Annual return | 13.24% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,657 | $6,841-61.2% | $6,419-58.6% | $4,299-38.2% |
| Participant deferral / active EE | $5,736 | $9,865-41.9% | $9,331-38.5% | $6,507-11.9% |
| Admin fee / account holder | $3,285 | $17,692-81.4% | $16,305-79.8% | $12,624-74.0% |