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 | $124,575 | $114,381+8.9% | $107,525+15.9% | $142,382-12.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 14.76% | 242.71%-227.9pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $874 | $4,015-78.2% | $3,754-76.7% | $4,299-79.7% |
| Participant deferral / active EE | $6,274 | $5,564+12.8% | $5,116+22.6% | $6,507-3.6% |
| Admin fee / account holder | $38,723 | $9,860+292.7% | $8,919+334.2% | $12,624+206.8% |