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 | $80,099 | $91,190-12.2% | $178,490-55.1% | $79,858+0.3% |
| Participation rate | 64.2% | 69.2%-5.0pp | 81.9%-17.8pp | 69.6%-5.5pp |
| Annual return | 10.94% | 24.19%-13.3pp | 151.07%-140.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,504 | $3,236-53.5% | $5,202-71.1% | $3,740-59.8% |
| Admin fee / account holder | $789 | $6,751-88.3% | $13,984-94.4% | $5,306-85.1% |