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 | $144,005 | $177,572-18.9% | $154,803-7.0% | $142,382+1.1% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 15.03% | 65.07%-50.0pp | 58.88%-43.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,585 | $4,810-67.1% | $4,305-63.2% | $4,299-63.1% |
| Participant deferral / active EE | $3,755 | $6,272-40.1% | $5,540-32.2% | $6,507-42.3% |
| Admin fee / account holder | $474 | $16,786-97.2% | $14,329-96.7% | $12,624-96.2% |