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 | $58,224 | $48,795+19.3% | $65,493-11.1% | $84,808-31.3% |
| Participation rate | 62.9% | 67.0%-4.1pp | 73.1%-10.2pp | 68.3%-5.4pp |
| Annual return | 18.19% | 20.20%-2.0pp | 982.45%-964.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,592 | $2,928-11.5% | $3,961-34.6% | $4,212-38.5% |
| Admin fee / account holder | $455 | $3,877-88.3% | $5,028-90.9% | $7,344-93.8% |