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 | $99,258 | $81,208+22.2% | $98,907+0.4% | $79,858+24.3% |
| Participation rate | 60.6% | 72.5%-11.9pp | 76.0%-15.4pp | 69.6%-9.0pp |
| Annual return | 13.39% | 60.99%-47.6pp | 196.43%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,025 | $3,265-38.0% | $4,244-52.3% | $3,740-45.8% |
| Admin fee / account holder | $8,554 | $6,013+42.3% | $6,642+28.8% | $5,306+61.2% |