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 | $99,605 | $69,515+43.3% | $86,874+14.7% | $85,850+16.0% |
| Participation rate | 65.9% | 66.3%-0.5pp | 71.6%-5.8pp | 69.3%-3.5pp |
| Annual return | 13.07% | 20.12%-7.1pp | 63.52%-50.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,838 | $2,919-37.0% | $3,699-50.3% | $3,952-53.5% |
| Admin fee / account holder | $6,909 | $5,972+15.7% | $5,828+18.5% | $6,260+10.4% |