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 | $87,625 | $80,968+8.2% | $96,544-9.2% | $75,163+16.6% |
| Participation rate | 60.9% | 71.8%-10.8pp | 76.0%-15.0pp | 67.2%-6.3pp |
| Annual return | 19.01% | 27.06%-8.1pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,748 | $3,928+199.1% | $4,851+142.2% | $4,125+184.8% |
| Admin fee / account holder | $8,743 | $6,724+30.0% | $8,252+5.9% | $5,651+54.7% |