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 | $151,564 | $157,256-3.6% | $141,162+7.4% | $152,861-0.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | 18.26% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,553 | $5,261-32.5% | $4,735-25.0% | $4,762-25.4% |
| Participant deferral / active EE | $7,566 | $7,109+6.4% | $6,709+12.8% | $5,850+29.3% |
| Admin fee / account holder | $40,775 | $12,120+236.4% | $10,261+297.4% | $11,596+251.6% |