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 | $132,354 | $107,452+23.2% | $91,541+44.6% | $142,382-7.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 12.12% | 22.06%-9.9pp | 20.50%-8.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $629 | $2,994-79.0% | $2,505-74.9% | $4,299-85.4% |
| Participant deferral / active EE | $3,792 | $4,754-20.2% | $4,008-5.4% | $6,507-41.7% |
| Admin fee / account holder | $29,692 | $8,834+236.1% | $6,956+326.8% | $12,624+135.2% |