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 | $78,551 | $84,233-6.7% | $170,442-53.9% | $70,131+12.0% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 16.89% | 23.06%-6.2pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,335 | $3,387-60.6% | $5,433-75.4% | $2,342-43.0% |
| Participant deferral / active EE | $5,085 | $3,086+64.8% | $4,939+2.9% | $3,332+52.6% |
| Admin fee / account holder | $34,590 | $5,698+507.1% | $13,880+149.2% | $4,645+644.6% |