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 | $81,248 | $76,367+6.4% | $93,606-13.2% | $72,985+11.3% |
| Participation rate | 62.2% | 71.7%-9.6pp | 75.8%-13.7pp | 69.5%-7.3pp |
| Annual return | 21.25% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,472 | $3,538-58.4% | $4,069-63.8% | $3,607-59.2% |
| Admin fee / account holder | $10,290 | $6,838+50.5% | $7,888+30.4% | $5,124+100.8% |