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 | $69,424 | $58,208+19.3% | $81,812-15.1% | $80,856-14.1% |
| Participation rate | 64.5% | 63.4%+1.1pp | 72.3%-7.8pp | 67.6%-3.1pp |
| Annual return | 13.41% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,298 | $3,281+31.0% | $4,319-0.5% | $4,2960% |
| Admin fee / account holder | $1,603 | $4,981-67.8% | $7,386-78.3% | $6,918-76.8% |