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 | $119,857 | $87,733+36.6% | $106,548+12.5% | $85,850+39.6% |
| Participation rate | 64.7% | 71.9%-7.2pp | 76.1%-11.4pp | 69.3%-4.6pp |
| Annual return | 13.74% | 21.86%-8.1pp | 26.80%-13.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,640 | $3,469-52.7% | $4,398-62.7% | $3,952-58.5% |
| Admin fee / account holder | $6,098 | $6,767-9.9% | $7,407-17.7% | $6,260-2.6% |