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 | $57,612 | $62,672-8.1% | $185,117-68.9% | $70,131-17.9% |
| Participation rate | 64.5% | 63.8%+0.7pp | 77.3%-12.7pp | 69.5%-5.0pp |
| Annual return | 16.88% | 40.79%-23.9pp | 40.50%-23.6pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,916 | $3,272+50.3% | $5,045-2.6% | $3,332+47.6% |
| Admin fee / account holder | $5,069 | $3,932+28.9% | $8,159-37.9% | $4,645+9.1% |