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 | $133,135 | $107,334+24.0% | $92,893+43.3% | $152,861-12.9% |
| Participation rate | 39.1% | 79.8%-40.7pp | 76.0%-36.9pp | 82.4%-43.3pp |
| Annual return | 24.42% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $956 | $4,221-77.4% | $3,653-73.8% | $4,762-79.9% |
| Participant deferral / active EE | $3,286 | $4,845-32.2% | $4,236-22.4% | $5,850-43.8% |
| Admin fee / account holder | $42,721 | $7,079+503.5% | $5,794+637.3% | $11,596+268.4% |