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 | $129,332 | $118,919+8.8% | $88,538+46.1% | $152,861-15.4% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.4%-32.4pp |
| Annual return | 25.32% | 47.92%-22.6pp | 43.64%-18.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $918 | $2,669-65.6% | $2,098-56.2% | $4,762-80.7% |
| Participant deferral / active EE | $4,737 | $3,549+33.5% | $2,914+62.6% | $5,850-19.0% |
| Admin fee / account holder | $25,659 | $5,876+336.7% | $4,310+495.3% | $11,596+121.3% |