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 | $62,507 | $127,065-50.8% | $113,168-44.8% | $142,382-56.1% |
| Participation rate | 68.4% | 79.2%-10.8pp | 76.6%-8.1pp | 80.1%-11.7pp |
| Annual return | 10.87% | 24.03%-13.2pp | 24.27%-13.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,199 | $5,716-44.0% | $5,107-37.4% | $6,507-50.8% |
| Admin fee / account holder | $16,708 | $15,736+6.2% | $12,068+38.5% | $12,624+32.4% |