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 | $176,416 | $176,056+0.2% | $159,436+10.6% | $167,490+5.3% |
| Participation rate | 34.8% | 84.9%-50.2pp | 82.8%-48.0pp | 82.1%-47.3pp |
| Annual return | 14.13% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,592 | $5,297-69.9% | $4,829-67.0% | $4,837-67.1% |
| Participant deferral / active EE | $3,695 | $7,750-52.3% | $7,352-49.7% | $6,341-41.7% |
| Admin fee / account holder | $8,565 | $12,554-31.8% | $10,799-20.7% | $12,309-30.4% |