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 | $89,935 | $86,286+4.2% | $111,297-19.2% | $85,850+4.8% |
| Participation rate | 57.6% | 73.3%-15.8pp | 77.3%-19.7pp | 69.3%-11.7pp |
| Annual return | 19.32% | 19.99%-0.7pp | 54.65%-35.3pp | 318.53%-299.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,820 | $3,641-50.0% | $4,487-59.4% | $3,952-53.9% |
| Admin fee / account holder | $4,692 | $8,188-42.7% | $7,964-41.1% | $6,260-25.0% |