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 | $126,146 | $91,190+38.3% | $178,490-29.3% | $79,858+58.0% |
| Participation rate | 65.5% | 69.2%-3.7pp | 81.9%-16.4pp | 69.6%-4.1pp |
| Annual return | 18.42% | 24.19%-5.8pp | 151.07%-132.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,600 | $3,236+11.3% | $5,202-30.8% | $3,740-3.7% |
| Admin fee / account holder | $598 | $6,751-91.1% | $13,984-95.7% | $5,306-88.7% |