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 | $83,288 | $81,208+2.6% | $98,907-15.8% | $79,858+4.3% |
| Participation rate | 63.0% | 72.5%-9.5pp | 76.0%-13.0pp | 69.6%-6.6pp |
| Annual return | 11.88% | 60.99%-49.1pp | 196.43%-184.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,124 | $3,265-34.9% | $4,244-49.9% | $3,740-43.2% |
| Admin fee / account holder | $3,654 | $6,013-39.2% | $6,642-45.0% | $5,306-31.1% |