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 | $88,868 | $52,279+70.0% | $89,391-0.6% | $79,858+11.3% |
| Participation rate | 58.1% | 57.5%+0.5pp | 68.0%-9.9pp | 69.6%-11.6pp |
| Annual return | 22.73% | 22.16%+0.6pp | 245.62%-222.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,892 | $2,740+5.5% | $3,890-25.7% | $3,740-22.7% |
| Admin fee / account holder | $9,195 | $3,356+174.0% | $4,881+88.4% | $5,306+73.3% |