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 | $166,818 | $167,484-0.4% | $151,611+10.0% | $134,475+24.1% |
| Participation rate | 69.2% | 88.4%-19.2pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -13.38% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,140 | $6,829-39.4% | $6,166-32.9% | $4,740-12.7% |
| Participant deferral / active EE | $5,362 | $8,986-40.3% | $8,363-35.9% | $6,400-16.2% |
| Admin fee / account holder | $3,068 | $13,783-77.7% | $11,616-73.6% | $11,426-73.1% |