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 | $102,199 | $100,773+1.4% | $88,946+14.9% | $142,382-28.2% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 14.74% | 70.18%-55.4pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $522 | $2,918-82.1% | $2,555-79.6% | $4,299-87.9% |
| Participant deferral / active EE | $11,004 | $5,230+110.4% | $4,581+140.2% | $6,507+69.1% |
| Admin fee / account holder | $10,405 | $9,693+7.3% | $8,261+26.0% | $12,624-17.6% |