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 | $114,225 | $172,111-33.6% | $150,298-24.0% | $137,256-16.8% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 14.82% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $842 | $4,636-81.8% | $4,154-79.7% | $4,156-79.7% |
| Participant deferral / active EE | $3,610 | $6,166-41.5% | $5,453-33.8% | $6,407-43.7% |
| Admin fee / account holder | $26,949 | $16,471+63.6% | $14,116+90.9% | $12,270+119.6% |