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 | $161,157 | $138,347+16.5% | $184,203-12.5% | $80,856+99.3% |
| Participation rate | 65.1% | 83.9%-18.8pp | 86.8%-21.8pp | 67.6%-2.6pp |
| Annual return | 17.52% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,304 | $7,071+3.3% | $9,131-20.0% | $4,296+70.0% |
| Admin fee / account holder | $13,538 | $10,483+29.1% | $13,901-2.6% | $6,918+95.7% |