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 | $63,604 | $63,346+0.4% | $92,233-31.0% | $70,131-9.3% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 17.91% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $775 | $2,471-68.6% | $3,679-78.9% | $2,342-66.9% |
| Participant deferral / active EE | $2,508 | $2,854-12.1% | $3,897-35.6% | $3,332-24.7% |
| Admin fee / account holder | $10,220 | $3,840+166.1% | $5,194+96.8% | $4,645+120.0% |