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 | $112,334 | $101,069+11.1% | $81,478+37.9% | $147,584-23.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | 16.07% | 32.40%-16.3pp | 38.78%-22.7pp | 578.55%-562.5pp |
| Employer contribution / active EE | $942 | $3,205-70.6% | $2,568-63.3% | $4,876-80.7% |
| Participant deferral / active EE | $1,567 | $4,242-63.1% | $3,537-55.7% | $5,439-71.2% |
| Admin fee / account holder | $684 | $5,812-88.2% | $4,561-85.0% | $10,885-93.7% |