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 | $114,258 | $111,535+2.4% | $105,223+8.6% | $137,256-16.8% |
| Participation rate | 26.7% | 78.1%-51.4pp | 75.0%-48.4pp | 80.0%-53.3pp |
| Annual return | 17.44% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $824 | $3,939-79.1% | $3,689-77.6% | $4,156-80.2% |
| Participant deferral / active EE | $1,826 | $5,500-66.8% | $5,072-64.0% | $6,407-71.5% |
| Admin fee / account holder | $1,228 | $9,721-87.4% | $8,859-86.1% | $12,270-90.0% |