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 | $107,182 | $117,983-9.2% | $101,794+5.3% | $142,382-24.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 12.50% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $582 | $2,773-79.0% | $2,289-74.6% | $4,299-86.5% |
| Participant deferral / active EE | $2,368 | $4,714-49.8% | $4,084-42.0% | $6,507-63.6% |
| Admin fee / account holder | $4,416 | $10,433-57.7% | $8,777-49.7% | $12,624-65.0% |