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 | $31,321 | $63,346-50.6% | $92,233-66.0% | $70,131-55.3% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 19.53% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,188 | $2,854+46.8% | $3,897+7.5% | $3,332+25.7% |
| Admin fee / account holder | $6,313 | $3,840+64.4% | $5,194+21.6% | $4,645+35.9% |