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 | $106,217 | $99,985+6.2% | $146,665-27.6% | $85,850+23.7% |
| Participation rate | 64.7% | 73.1%-8.4pp | 80.1%-15.4pp | 69.3%-4.6pp |
| Annual return | 24.41% | 18.93%+5.5pp | 22.74%+1.7pp | 318.53%-294.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,221 | $4,006-19.6% | $5,506-41.5% | $3,952-18.5% |
| Admin fee / account holder | $3,405 | $7,702-55.8% | $10,280-66.9% | $6,260-45.6% |