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 | $153,744 | $149,734+2.7% | $118,925+29.3% | $158,922-3.3% |
| Participation rate | 69.2% | 82.1%-12.8pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 20.26% | 19.95%+0.3pp | 35.88%-15.6pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,323 | $4,115-67.9% | $3,263-59.5% | $4,761-72.2% |
| Participant deferral / active EE | $6,769 | $5,223+29.6% | $4,265+58.7% | $5,982+13.2% |
| Admin fee / account holder | $430 | $8,603-95.0% | $6,581-93.5% | $11,246-96.2% |