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 | $108,741 | $102,547+6.0% | $78,210+39.0% | $147,584-26.3% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 14.86% | 51.08%-36.2pp | 40.90%-26.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $980 | $2,617-62.5% | $2,034-51.8% | $4,876-79.9% |
| Participant deferral / active EE | $3,762 | $3,481+8.1% | $2,823+33.3% | $5,439-30.8% |
| Admin fee / account holder | $4,092 | $5,059-19.1% | $3,758+8.9% | $10,885-62.4% |