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 | $119,447 | $103,376+15.5% | $87,100+37.1% | $152,861-21.9% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 24.39% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-320.9pp |
| Employer contribution / active EE | $985 | $3,220-69.4% | $2,521-60.9% | $4,762-79.3% |
| Participant deferral / active EE | $1,920 | $4,778-59.8% | $4,049-52.6% | $5,850-67.2% |
| Admin fee / account holder | $19,159 | $12,205+57.0% | $7,497+155.6% | $11,596+65.2% |