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 | $183,209 | $209,411-12.5% | $178,490+2.6% | $158,922+15.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.72% | 188.75%-173.0pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,575 | $5,706-72.4% | $5,011-68.6% | $4,761-66.9% |
| Participant deferral / active EE | $2,729 | $5,954-54.2% | $5,202-47.5% | $5,982-54.4% |
| Admin fee / account holder | $2,159 | $17,074-87.4% | $13,984-84.6% | $11,246-80.8% |