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 | $131,051 | $201,272-34.9% | $184,203-28.9% | $145,922-10.2% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 16.35% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,665 | $9,806-32.0% | $9,131-27.0% | $6,688-0.3% |
| Admin fee / account holder | $21,256 | $16,364+29.9% | $13,901+52.9% | $13,397+58.7% |