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 | $75,594 | $58,828+28.5% | $77,999-3.1% | $62,891+20.2% |
| Participation rate | 61.8% | 71.1%-9.3pp | 75.5%-13.8pp | 69.3%-7.5pp |
| Annual return | 8.81% | 17.16%-8.3pp | 425.96%-417.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,353 | $2,686+62.1% | $3,497+24.5% | $3,203+35.9% |
| Admin fee / account holder | $836 | $4,393-81.0% | $5,480-84.7% | $4,296-80.5% |