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 | $131,893 | $106,515+23.8% | $96,683+36.4% | $139,434-5.4% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 16.76% | 38.43%-21.7pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,628 | $4,103-60.3% | $3,737-56.4% | $4,751-65.7% |
| Participant deferral / active EE | $2,469 | $5,454-54.7% | $4,878-49.4% | $6,710-63.2% |
| Admin fee / account holder | $2,471 | $7,877-68.6% | $6,730-63.3% | $11,403-78.3% |