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 | $124,523 | $104,251+19.4% | $91,001+36.8% | $147,584-15.6% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.6%-20.0pp | 82.8%-27.3pp |
| Annual return | 12.17% | 27.06%-14.9pp | 4.60%+7.6pp | 578.55%-566.4pp |
| Employer contribution / active EE | $759 | $3,116-75.6% | $2,456-69.1% | $4,876-84.4% |
| Participant deferral / active EE | $5,720 | $4,195+36.4% | $3,547+61.3% | $5,439+5.2% |
| Admin fee / account holder | $7,128 | $8,948-20.3% | $5,417+31.6% | $10,885-34.5% |