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 | $174,995 | $175,202-0.1% | $149,673+16.9% | $139,434+25.5% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 21.27% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,274 | $5,474-58.5% | $4,818-52.8% | $4,751-52.1% |
| Participant deferral / active EE | $5,811 | $6,519-10.9% | $5,680+2.3% | $6,710-13.4% |
| Admin fee / account holder | $4,581 | $16,150-71.6% | $13,210-65.3% | $11,403-59.8% |