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 | $151,934 | $103,376+47.0% | $87,100+74.4% | $152,861-0.6% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.9%-15.3pp | 82.4%-20.9pp |
| Annual return | 19.48% | 28.10%-8.6pp | 28.19%-8.7pp | 345.32%-325.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,166 | $4,778-54.7% | $4,049-46.5% | $5,850-63.0% |
| Admin fee / account holder | $8,360 | $12,205-31.5% | $7,497+11.5% | $11,596-27.9% |