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 | $139,391 | $157,256-11.4% | $141,162-1.3% | $152,861-8.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 20.41% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,789 | $5,261-66.0% | $4,735-62.2% | $4,762-62.4% |
| Participant deferral / active EE | $6,304 | $7,109-11.3% | $6,709-6.0% | $5,850+7.8% |
| Admin fee / account holder | $6,377 | $12,120-47.4% | $10,261-37.9% | $11,596-45.0% |