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 | $106,704 | $86,286+23.7% | $111,297-4.1% | $85,850+24.3% |
| Participation rate | 42.9% | 73.3%-30.5pp | 77.3%-34.5pp | 69.3%-26.5pp |
| Annual return | 14.44% | 19.99%-5.5pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $804 | $2,043-60.7% | $2,731-70.6% | $2,565-68.7% |
| Participant deferral / active EE | $1,703 | $3,641-53.2% | $4,487-62.0% | $3,952-56.9% |
| Admin fee / account holder | $8,926 | $8,188+9.0% | $7,964+12.1% | $6,260+42.6% |