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 | $105,048 | $100,773+4.2% | $88,946+18.1% | $142,382-26.2% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 15.18% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,794 | $5,230-46.6% | $4,581-39.0% | $6,507-57.1% |
| Admin fee / account holder | $456 | $9,693-95.3% | $8,261-94.5% | $12,624-96.4% |