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 | $124,577 | $121,625+2.4% | $104,607+19.1% | $158,922-21.6% |
| Participation rate | 58.8% | 77.5%-18.7pp | 74.1%-15.3pp | 82.0%-23.1pp |
| Annual return | 16.90% | 465.26%-448.4pp | 340.46%-323.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $776 | $3,163-75.5% | $2,681-71.1% | $4,761-83.7% |
| Participant deferral / active EE | $4,786 | $4,177+14.6% | $3,740+28.0% | $5,982-20.0% |
| Admin fee / account holder | $1,071 | $7,787-86.2% | $6,473-83.5% | $11,246-90.5% |