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 | $137,968 | $239,571-42.4% | $183,328-24.7% | $137,256+0.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 17.22% | 35.69%-18.5pp | 29.67%-12.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,552 | $7,995-43.1% | $6,795-33.0% | $6,407-29.0% |
| Admin fee / account holder | $14,838 | $30,059-50.6% | $21,427-30.8% | $12,270+20.9% |