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 | $62,806 | $63,114-0.5% | $92,893-32.4% | $65,185-3.6% |
| Participation rate | 36.4% | 68.8%-32.4pp | 76.0%-39.6pp | 70.2%-33.8pp |
| Annual return | 71.90% | 28.75%+43.1pp | 109.41%-37.5pp | 29.38%+42.5pp |
| Employer contribution / active EE | $1,669 | $2,571-35.1% | $3,653-54.3% | $2,177-23.3% |
| Participant deferral / active EE | $3,977 | $3,108+28.0% | $4,236-6.1% | $3,514+13.2% |
| Admin fee / account holder | $343 | $624-45.0% | $5,794-94.1% | $847-59.5% |