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 | $83,849 | $99,985-16.1% | $146,665-42.8% | $85,850-2.3% |
| Participation rate | 46.9% | 73.1%-26.2pp | 80.1%-33.2pp | 69.3%-22.4pp |
| Annual return | 19.10% | 18.93%+0.2pp | 22.74%-3.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,660 | $4,006-33.6% | $5,506-51.7% | $3,952-32.7% |
| Admin fee / account holder | $6,608 | $7,702-14.2% | $10,280-35.7% | $6,260+5.6% |