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 | $122,744 | $107,791+13.9% | $90,645+35.4% | $135,375-9.3% |
| Participation rate | 34.8% | 78.0%-43.3pp | 74.0%-39.2pp | 82.6%-47.9pp |
| Annual return | -7.22% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $650 | $3,018-78.4% | $2,532-74.3% | $4,779-86.4% |
| Participant deferral / active EE | $2,406 | $3,872-37.9% | $3,425-29.8% | $5,609-57.1% |
| Admin fee / account holder | $1,206 | $5,930-79.7% | $4,994-75.9% | $10,827-88.9% |