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 | $70,149 | $67,606+3.8% | $82,313-14.8% | $70,1310% |
| Participation rate | 60.4% | 72.8%-12.4pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 17.05% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,297 | $2,987-23.1% | $3,706-38.0% | $3,332-31.0% |
| Admin fee / account holder | $1,023 | $4,512-77.3% | $5,608-81.8% | $4,645-78.0% |