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 | $125,029 | $111,754+11.9% | $103,333+21.0% | $145,922-14.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 11.33% | 24.77%-13.4pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,160 | $4,212-72.5% | $3,868-70.0% | $4,660-75.1% |
| Participant deferral / active EE | $3,558 | $5,619-36.7% | $5,057-29.6% | $6,688-46.8% |
| Admin fee / account holder | $9,317 | $9,750-4.4% | $8,355+11.5% | $13,397-30.5% |