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 5-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 | $156,058 | $183,519-15.0% | $155,509+0.4% | $145,922+6.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 12.52% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,833 | $5,313-46.7% | $4,672-39.4% | $4,660-39.2% |
| Participant deferral / active EE | $3,640 | $6,462-43.7% | $5,626-35.3% | $6,688-45.6% |
| Admin fee / account holder | $28,310 | $19,313+46.6% | $15,912+77.9% | $13,397+111.3% |