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 | $121,849 | $117,841+3.4% | $102,423+19.0% | $145,922-16.5% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 16.19% | 31.65%-15.5pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $881 | $3,615-75.6% | $3,023-70.8% | $4,660-81.1% |
| Participant deferral / active EE | $1,967 | $5,731-65.7% | $5,053-61.1% | $6,688-70.6% |
| Admin fee / account holder | $13,748 | $13,326+3.2% | $9,451+45.5% | $13,397+2.6% |