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 | $125,868 | $78,672+60.0% | $109,143+15.3% | $85,850+46.6% |
| Participation rate | 57.5% | 68.3%-10.8pp | 75.9%-18.4pp | 69.3%-11.8pp |
| Annual return | 12.01% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,964 | $3,467-43.4% | $4,653-57.8% | $3,952-50.3% |
| Admin fee / account holder | $1,961 | $5,469-64.1% | $6,752-71.0% | $6,260-68.7% |