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 | $79,641 | $77,899+2.2% | $149,673-46.8% | $75,163+6.0% |
| Participation rate | 64.5% | 65.6%-1.1pp | 78.8%-14.2pp | 67.2%-2.7pp |
| Annual return | 14.03% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,517 | $3,411+3.1% | $5,680-38.1% | $4,125-14.7% |
| Admin fee / account holder | $2,252 | $5,956-62.2% | $13,210-83.0% | $5,651-60.1% |