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 3-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 | $75,494 | $77,314-2.4% | $177,989-57.6% | $80,856-6.6% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.5pp | 67.6%+1.9pp |
| Annual return | 34.93% | 18.09%+16.8pp | 294.48%-259.6pp | 35.59%-0.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,063 | $4,411+150.8% | $6,276+76.3% | $4,296+157.5% |
| Admin fee / account holder | $5,145 | $7,191-28.4% | $10,363-50.4% | $6,918-25.6% |