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 | $109,130 | $110,261-1.0% | $95,745+14.0% | $139,434-21.7% |
| Participation rate | 63.6% | 75.8%-12.1pp | 72.3%-8.6pp | 80.3%-16.7pp |
| Annual return | 12.69% | 27.11%-14.4pp | 28.35%-15.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $673 | $3,257-79.3% | $2,835-76.3% | $4,751-85.8% |
| Participant deferral / active EE | $2,005 | $4,676-57.1% | $4,245-52.8% | $6,710-70.1% |
| Admin fee / account holder | $9,205 | $6,613+39.2% | $5,678+62.1% | $11,403-19.3% |