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 | $121,523 | $99,985+21.5% | $146,665-17.1% | $85,850+41.6% |
| Participation rate | 63.9% | 73.1%-9.2pp | 80.1%-16.2pp | 69.3%-5.4pp |
| Annual return | 32.55% | 18.93%+13.6pp | 22.74%+9.8pp | 318.53%-286.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,895 | $4,006-2.8% | $5,506-29.3% | $3,952-1.4% |
| Admin fee / account holder | $8,313 | $7,702+7.9% | $10,280-19.1% | $6,260+32.8% |