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 | $117,561 | $107,791+9.1% | $90,645+29.7% | $135,375-13.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | 3.26% | -0.90%+4.2pp | 1.88%+1.4pp | 519.73%-516.5pp |
| Employer contribution / active EE | $318 | $3,018-89.5% | $2,532-87.4% | $4,779-93.3% |
| Participant deferral / active EE | $1,373 | $3,872-64.5% | $3,425-59.9% | $5,609-75.5% |
| Admin fee / account holder | $51,263 | $5,930+764.5% | $4,994+926.5% | $10,827+373.5% |