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 | $73,266 | $78,705-6.9% | $117,854-37.8% | $70,131+4.5% |
| Participation rate | 63.4% | 73.2%-9.8pp | 79.7%-16.3pp | 69.5%-6.2pp |
| Annual return | 13.38% | 23.30%-9.9pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,806 | $3,297+15.4% | $4,482-15.1% | $3,332+14.2% |
| Admin fee / account holder | $4,832 | $5,065-4.6% | $8,020-39.8% | $4,645+4.0% |