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 | $132,421 | $111,724+18.5% | $93,606+41.5% | $145,922-9.3% |
| Participation rate | 26.3% | 74.2%-47.9pp | 68.7%-42.4pp | 80.3%-54.0pp |
| Annual return | 17.51% | 202.98%-185.5pp | 133.20%-115.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $987 | $3,090-68.0% | $2,420-59.2% | $4,660-78.8% |
| Participant deferral / active EE | $3,341 | $4,912-32.0% | $4,411-24.3% | $6,688-50.0% |
| Admin fee / account holder | $2,406 | $10,250-76.5% | $8,285-71.0% | $13,397-82.0% |