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 | $116,975 | $107,452+8.9% | $91,541+27.8% | $142,382-17.8% |
| Participation rate | 42.1% | 75.1%-33.0pp | 69.8%-27.7pp | 80.1%-38.0pp |
| Annual return | 19.16% | 22.06%-2.9pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,204 | $2,994-59.8% | $2,505-51.9% | $4,299-72.0% |
| Participant deferral / active EE | $2,310 | $4,754-51.4% | $4,008-42.4% | $6,507-64.5% |
| Admin fee / account holder | $29,863 | $8,834+238.0% | $6,956+329.3% | $12,624+136.6% |