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 | $132,183 | $111,754+18.3% | $103,333+27.9% | $145,922-9.4% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 12.78% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,162 | $4,212-72.4% | $3,868-70.0% | $4,660-75.1% |
| Participant deferral / active EE | $4,932 | $5,619-12.2% | $5,057-2.5% | $6,688-26.2% |
| Admin fee / account holder | $1,733 | $9,750-82.2% | $8,355-79.3% | $13,397-87.1% |