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 | $99,914 | $72,277+38.2% | $101,248-1.3% | $79,858+25.1% |
| Participation rate | 66.0% | 68.5%-2.5pp | 75.8%-9.8pp | 69.6%-3.6pp |
| Annual return | 18.81% | 22.30%-3.5pp | 46.47%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,751 | $3,282+136.2% | $4,370+77.4% | $3,740+107.2% |
| Admin fee / account holder | $15,365 | $4,400+249.2% | $5,945+158.4% | $5,306+189.6% |