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 | $111,605 | $108,172+3.2% | $77,482+44.0% | $158,922-29.8% |
| Participation rate | 42.1% | 64.4%-22.3pp | 54.2%-12.1pp | 82.0%-39.9pp |
| Annual return | 13.35% | 31.67%-18.3pp | 54.79%-41.4pp | 302.83%-289.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,934 | $2,456+19.5% | $1,861+57.6% | $5,982-51.0% |
| Admin fee / account holder | $1,675 | $3,708-54.8% | $2,858-41.4% | $11,246-85.1% |