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 | $90,887 | $85,202+6.7% | $172,739-47.4% | $72,985+24.5% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 18.55% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,162 | $3,260-33.7% | $5,198-58.4% | $3,607-40.1% |
| Admin fee / account holder | $4,421 | $5,884-24.9% | $13,954-68.3% | $5,124-13.7% |