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 | $70,474 | $55,706+26.5% | $75,886-7.1% | $72,985-3.4% |
| Participation rate | 32.8% | 61.1%-28.4pp | 69.3%-36.5pp | 69.5%-36.7pp |
| Annual return | 23.32% | 27.59%-4.3pp | 30.76%-7.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,404 | $2,634-46.7% | $3,603-61.0% | $3,607-61.1% |
| Admin fee / account holder | $723 | $3,978-81.8% | $5,418-86.7% | $5,124-85.9% |