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 | $132,533 | $107,334+23.5% | $92,893+42.7% | $152,861-13.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 15.83% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $811 | $4,221-80.8% | $3,653-77.8% | $4,762-83.0% |
| Participant deferral / active EE | $3,536 | $4,845-27.0% | $4,236-16.5% | $5,850-39.6% |
| Admin fee / account holder | $907 | $7,079-87.2% | $5,794-84.3% | $11,596-92.2% |