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 | $84,057 | $78,705+6.8% | $117,854-28.7% | $70,131+19.9% |
| Participation rate | 67.7% | 73.2%-5.5pp | 79.7%-11.9pp | 69.5%-1.8pp |
| Annual return | 17.63% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,339 | $3,297+1.3% | $4,482-25.5% | $3,332+0.2% |
| Admin fee / account holder | $14,998 | $5,065+196.1% | $8,020+87.0% | $4,645+222.9% |