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 | $89,288 | $78,705+13.4% | $117,854-24.2% | $70,131+27.3% |
| Participation rate | 62.5% | 73.2%-10.7pp | 79.7%-17.2pp | 69.5%-7.0pp |
| Annual return | 15.20% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,505 | $3,297+36.6% | $4,482+0.5% | $3,332+35.2% |
| Admin fee / account holder | $911 | $5,065-82.0% | $8,020-88.6% | $4,645-80.4% |