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 | $136,298 | $106,515+28.0% | $96,683+41.0% | $139,434-2.2% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 27.82% | 38.43%-10.6pp | 35.69%-7.9pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,400 | $4,103-65.9% | $3,737-62.5% | $4,751-70.5% |
| Participant deferral / active EE | $5,789 | $5,454+6.1% | $4,878+18.7% | $6,710-13.7% |
| Admin fee / account holder | $1,445 | $7,877-81.7% | $6,730-78.5% | $11,403-87.3% |