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 | $140,982 | $154,117-8.5% | $129,995+8.5% | $139,434+1.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 17.28% | 32.48%-15.2pp | -137.18%+154.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,014 | $5,289-61.9% | $4,320-53.4% | $4,751-57.6% |
| Participant deferral / active EE | $4,143 | $6,710-38.3% | $5,820-28.8% | $6,710-38.3% |
| Admin fee / account holder | $11,933 | $14,007-14.8% | $10,614+12.4% | $11,403+4.7% |