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 | $82,757 | $78,672+5.2% | $109,143-24.2% | $85,850-3.6% |
| Participation rate | 62.2% | 68.3%-6.0pp | 75.9%-13.6pp | 69.3%-7.1pp |
| Annual return | 20.45% | 25.09%-4.6pp | 25.75%-5.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,226 | $3,467-6.9% | $4,653-30.7% | $3,952-18.4% |
| Admin fee / account holder | $7,539 | $5,469+37.9% | $6,752+11.7% | $6,260+20.4% |