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 | $170,045 | $157,256+8.1% | $141,162+20.5% | $152,861+11.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 22.78% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,392 | $5,261-54.5% | $4,735-49.5% | $4,762-49.8% |
| Participant deferral / active EE | $6,512 | $7,109-8.4% | $6,709-2.9% | $5,850+11.3% |
| Admin fee / account holder | $2,347 | $12,120-80.6% | $10,261-77.1% | $11,596-79.8% |