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 | $56,801 | $53,822+5.5% | $75,696-25.0% | $85,850-33.8% |
| Participation rate | 67.3% | 69.1%-1.8pp | 74.8%-7.5pp | 69.3%-2.0pp |
| Annual return | 28.06% | 24.54%+3.5pp | 104.53%-76.5pp | 318.53%-290.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,713 | $2,895-40.8% | $3,821-55.2% | $3,952-56.7% |
| Admin fee / account holder | $2,902 | $3,343-13.2% | $3,619-19.8% | $6,260-53.6% |