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 | $80,787 | $63,346+27.5% | $92,233-12.4% | $70,131+15.2% |
| Participation rate | 64.7% | 68.7%-4.0pp | 76.5%-11.8pp | 69.5%-4.8pp |
| Annual return | 14.43% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,077 | $2,471-56.4% | $3,679-70.7% | $2,342-54.0% |
| Participant deferral / active EE | $1,955 | $2,854-31.5% | $3,897-49.8% | $3,332-41.3% |
| Admin fee / account holder | $21,206 | $3,840+452.2% | $5,194+308.3% | $4,645+356.5% |