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 | $132,879 | $117,381+13.2% | $99,443+33.6% | $152,861-13.1% |
| Participation rate | 56.3% | 77.5%-21.3pp | 73.8%-17.6pp | 82.4%-26.2pp |
| Annual return | 19.82% | 31.87%-12.0pp | 30.72%-10.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $495 | $3,013-83.6% | $2,540-80.5% | $4,762-89.6% |
| Participant deferral / active EE | $1,853 | $4,086-54.7% | $3,619-48.8% | $5,850-68.3% |
| Admin fee / account holder | $6,215 | $7,631-18.6% | $6,250-0.6% | $11,596-46.4% |