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 | $155,082 | $165,335-6.2% | $149,696+3.6% | $158,922-2.4% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 8.99% | 348.15%-339.2pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,561 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $4,358 | $7,181-39.3% | $6,842-36.3% | $5,982-27.2% |
| Admin fee / account holder | $1,239 | $10,807-88.5% | $9,309-86.7% | $11,246-89.0% |