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 | $125,877 | $112,729+11.7% | $98,716+27.5% | $137,256-8.3% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.3%-12.8pp | 80.0%-23.4pp |
| Annual return | 13.72% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $559 | $2,725-79.5% | $2,279-75.4% | $4,156-86.5% |
| Participant deferral / active EE | $1,694 | $4,640-63.5% | $4,048-58.1% | $6,407-73.6% |
| Admin fee / account holder | $7,163 | $10,129-29.3% | $8,703-17.7% | $12,270-41.6% |