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 7-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 | $73,710 | $65,041+13.3% | $90,951-19.0% | $79,858-7.7% |
| Participation rate | 56.9% | 61.6%-4.7pp | 69.0%-12.1pp | 69.6%-12.8pp |
| Annual return | 18.28% | 30.45%-12.2pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,106 | $2,512-16.1% | $3,373-37.6% | $3,740-43.7% |
| Admin fee / account holder | $2,301 | $4,536-49.3% | $5,959-61.4% | $5,306-56.6% |