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 | $191,079 | $176,812+8.1% | $146,665+30.3% | $167,490+14.1% |
| Participation rate | 44.4% | 83.6%-39.2pp | 80.1%-35.6pp | 82.1%-37.7pp |
| Annual return | 13.68% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,705 | $6,440-58.0% | $5,506-50.9% | $6,341-57.3% |
| Admin fee / account holder | $12,641 | $13,259-4.7% | $10,280+23.0% | $12,309+2.7% |