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 | $165,470 | $159,602+3.7% | $150,045+10.3% | $142,382+16.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 15.33% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,295 | $4,961-73.9% | $4,693-72.4% | $4,299-69.9% |
| Participant deferral / active EE | $5,422 | $8,310-34.8% | $7,997-32.2% | $6,507-16.7% |
| Admin fee / account holder | $163,643 | $14,846+1002.2% | $13,435+1118.1% | $12,624+1196.3% |