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 | $114,727 | $111,535+2.9% | $105,223+9.0% | $137,256-16.4% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 12.09% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,717 | $3,939-56.4% | $3,689-53.5% | $4,156-58.7% |
| Participant deferral / active EE | $4,474 | $5,500-18.6% | $5,072-11.8% | $6,407-30.2% |
| Admin fee / account holder | $24,555 | $9,721+152.6% | $8,859+177.2% | $12,270+100.1% |