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 | $30,169 | $70,428-57.2% | $96,562-68.8% | $85,850-64.9% |
| Participation rate | 67.9% | 61.8%+6.1pp | 69.8%-2.0pp | 69.3%-1.5pp |
| Annual return | 14.95% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,520 | $2,894+21.6% | $3,849-8.5% | $3,952-10.9% |
| Admin fee / account holder | $7,571 | $4,997+51.5% | $6,181+22.5% | $6,260+20.9% |