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 | $130,298 | $103,376+26.0% | $87,100+49.6% | $152,861-14.8% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.9%-13.2pp | 82.4%-18.8pp |
| Annual return | 14.06% | 28.10%-14.0pp | 28.19%-14.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,012 | $3,220-68.6% | $2,521-59.8% | $4,762-78.7% |
| Participant deferral / active EE | $2,956 | $4,778-38.1% | $4,049-27.0% | $5,850-49.5% |
| Admin fee / account holder | $414 | $12,205-96.6% | $7,497-94.5% | $11,596-96.4% |