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 | $67,531 | $54,762+23.3% | $90,281-25.2% | $72,985-7.5% |
| Participation rate | 69.2% | 65.1%+4.1pp | 73.3%-4.0pp | 69.5%-0.3pp |
| Annual return | 32.19% | 30.63%+1.6pp | 78.10%-45.9pp | 81.00%-48.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,068 | $2,887+40.9% | $3,885+4.7% | $3,607+12.8% |
| Admin fee / account holder | $11,612 | $3,972+192.3% | $5,351+117.0% | $5,124+126.6% |