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 | $125,644 | $114,381+9.8% | $107,525+16.9% | $142,382-11.8% |
| Participation rate | 29.2% | 78.1%-49.0pp | 75.1%-45.9pp | 80.1%-51.0pp |
| Annual return | 16.93% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,590 | $5,564-17.5% | $5,116-10.3% | $6,507-29.5% |
| Admin fee / account holder | $12,035 | $9,860+22.1% | $8,919+34.9% | $12,624-4.7% |