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 | $70,480 | $84,233-16.3% | $170,442-58.6% | $70,131+0.5% |
| Participation rate | 45.8% | 70.8%-25.0pp | 83.6%-37.8pp | 69.5%-23.7pp |
| Annual return | 28.44% | 23.06%+5.4pp | 205.93%-177.5pp | 73.14%-44.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,782 | $3,086+22.6% | $4,939-23.4% | $3,332+13.5% |
| Admin fee / account holder | $1,442 | $5,698-74.7% | $13,880-89.6% | $4,645-68.9% |