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 | $136,011 | $162,781-16.4% | $133,956+1.5% | $158,922-14.4% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 11.78% | 41.94%-30.2pp | 45.09%-33.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,067 | $4,975-78.6% | $3,919-72.8% | $4,761-77.6% |
| Participant deferral / active EE | $2,935 | $5,911-50.4% | $5,048-41.9% | $5,982-50.9% |
| Admin fee / account holder | $3,242 | $11,736-72.4% | $8,927-63.7% | $11,246-71.2% |