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 | $120,155 | $101,618+18.2% | $93,063+29.1% | $137,256-12.5% |
| Participation rate | 41.2% | 74.9%-33.8pp | 72.1%-30.9pp | 80.0%-38.8pp |
| Annual return | 13.63% | 223.95%-210.3pp | 34.15%-20.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $613 | $2,707-77.4% | $2,476-75.2% | $4,156-85.3% |
| Participant deferral / active EE | $2,644 | $4,279-38.2% | $3,958-33.2% | $6,407-58.7% |
| Admin fee / account holder | $5,156 | $6,198-16.8% | $6,033-14.5% | $12,270-58.0% |