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 | $57,472 | $51,576+11.4% | $129,207-55.5% | $80,856-28.9% |
| Participation rate | 63.0% | 57.0%+6.1pp | 69.6%-6.6pp | 67.6%-4.6pp |
| Annual return | 35.06% | 20.81%+14.3pp | 9417.33%-9382.3pp | 35.59%-0.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,587 | $2,669+34.4% | $4,168-13.9% | $4,296-16.5% |
| Admin fee / account holder | $1,450 | $4,305-66.3% | $7,715-81.2% | $6,918-79.0% |