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 | $141,844 | $133,922+5.9% | $116,228+22.0% | $142,382-0.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 11.21% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-205.9pp |
| Employer contribution / active EE | $760 | $3,446-77.9% | $2,994-74.6% | $4,299-82.3% |
| Participant deferral / active EE | $4,054 | $5,672-28.5% | $4,953-18.2% | $6,507-37.7% |
| Admin fee / account holder | $1,534 | $14,945-89.7% | $11,989-87.2% | $12,624-87.8% |