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 | $106,784 | $105,126+1.6% | $94,646+12.8% | $139,434-23.4% |
| Participation rate | 37.5% | 82.4%-44.9pp | 80.8%-43.3pp | 80.3%-42.8pp |
| Annual return | 12.60% | 38.03%-25.4pp | 156.71%-144.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,513 | $7,599-66.9% | $7,418-66.1% | $6,710-62.5% |
| Admin fee / account holder | $9,361 | $8,984+4.2% | $7,231+29.5% | $11,403-17.9% |