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 | $108,133 | $103,376+4.6% | $87,100+24.1% | $152,861-29.3% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.9%-18.0pp | 82.4%-23.6pp |
| Annual return | 21.37% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $957 | $3,220-70.3% | $2,521-62.1% | $4,762-79.9% |
| Participant deferral / active EE | $3,463 | $4,778-27.5% | $4,049-14.5% | $5,850-40.8% |
| Admin fee / account holder | $455 | $12,205-96.3% | $7,497-93.9% | $11,596-96.1% |