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 | $99,922 | $76,367+30.8% | $93,606+6.7% | $72,985+36.9% |
| Participation rate | 67.6% | 71.7%-4.1pp | 75.8%-8.2pp | 69.5%-1.8pp |
| Annual return | 21.17% | 25.82%-4.6pp | 32.76%-11.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,287 | $3,538-35.3% | $4,069-43.8% | $3,607-36.6% |
| Admin fee / account holder | $3,561 | $6,838-47.9% | $7,888-54.9% | $5,124-30.5% |