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 | $125,434 | $118,919+5.5% | $88,538+41.7% | $152,861-17.9% |
| Participation rate | 55.0% | 73.4%-18.4pp | 68.7%-13.7pp | 82.4%-27.4pp |
| Annual return | 24.22% | 47.92%-23.7pp | 43.64%-19.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $405 | $2,669-84.8% | $2,098-80.7% | $4,762-91.5% |
| Participant deferral / active EE | $6,989 | $3,549+97.0% | $2,914+139.8% | $5,850+19.5% |
| Admin fee / account holder | $22,399 | $5,876+281.2% | $4,310+419.7% | $11,596+93.1% |