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 | $122,222 | $102,966+18.7% | $90,281+35.4% | $152,861-20.0% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 22.88% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $668 | $3,139-78.7% | $2,854-76.6% | $4,762-86.0% |
| Participant deferral / active EE | $892 | $4,281-79.2% | $3,885-77.0% | $5,850-84.7% |
| Admin fee / account holder | $6,746 | $6,171+9.3% | $5,351+26.1% | $11,596-41.8% |