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 | $100,755 | $64,839+55.4% | $95,585+5.4% | $84,808+18.8% |
| Participation rate | 65.7% | 63.8%+1.9pp | 72.1%-6.4pp | 68.3%-2.6pp |
| Annual return | 16.71% | -670.96%+687.7pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,832 | $2,965+96.7% | $4,023+45.0% | $4,212+38.5% |
| Admin fee / account holder | $630 | $5,964-89.4% | $6,127-89.7% | $7,344-91.4% |