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 | $72,166 | $63,346+13.9% | $92,233-21.8% | $70,131+2.9% |
| Participation rate | 61.8% | 68.7%-6.9pp | 76.5%-14.7pp | 69.5%-7.8pp |
| Annual return | 15.59% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,458 | $2,854+56.2% | $3,897+14.4% | $3,332+33.8% |
| Admin fee / account holder | $1,780 | $3,840-53.7% | $5,194-65.7% | $4,645-61.7% |