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 | $166,648 | $172,111-3.2% | $150,298+10.9% | $137,256+21.4% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 17.64% | 69.37%-51.7pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,937 | $4,636-36.6% | $4,154-29.3% | $4,156-29.3% |
| Participant deferral / active EE | $7,454 | $6,166+20.9% | $5,453+36.7% | $6,407+16.3% |
| Admin fee / account holder | $4,436 | $16,471-73.1% | $14,116-68.6% | $12,270-63.8% |