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 | $87,779 | $105,181-16.5% | $159,436-44.9% | $85,850+2.2% |
| Participation rate | 62.7% | 75.8%-13.0pp | 82.8%-20.1pp | 69.3%-6.6pp |
| Annual return | 17.38% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,958 | $5,945-33.4% | $7,352-46.2% | $3,952+0.1% |
| Admin fee / account holder | $6,714 | $6,933-3.2% | $10,799-37.8% | $6,260+7.3% |