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 | $126,130 | $114,381+10.3% | $107,525+17.3% | $142,382-11.4% |
| Participation rate | 14.3% | 78.1%-63.9pp | 75.1%-60.8pp | 80.1%-65.8pp |
| Annual return | 13.05% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $932 | $4,015-76.8% | $3,754-75.2% | $4,299-78.3% |
| Participant deferral / active EE | $3,100 | $5,564-44.3% | $5,116-39.4% | $6,507-52.4% |
| Admin fee / account holder | $32,201 | $9,860+226.6% | $8,919+261.0% | $12,624+155.1% |