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 | $154,097 | $214,378-28.1% | $200,582-23.2% | $142,382+8.2% |
| Participation rate | 55.6% | 87.4%-31.9pp | 86.9%-31.3pp | 80.1%-24.6pp |
| Annual return | 12.17% | 46.41%-34.2pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,001 | $6,841-70.8% | $6,419-68.8% | $4,299-53.5% |
| Participant deferral / active EE | $7,913 | $9,865-19.8% | $9,331-15.2% | $6,507+21.6% |
| Admin fee / account holder | $39,698 | $17,692+124.4% | $16,305+143.5% | $12,624+214.5% |