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 | $69,059 | $68,547+0.7% | $120,354-42.6% | $80,856-14.6% |
| Participation rate | 61.2% | 61.6%-0.4pp | 71.9%-10.7pp | 67.6%-6.4pp |
| Annual return | 10.81% | 23.60%-12.8pp | 107.15%-96.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,938 | $3,173+24.1% | $4,991-21.1% | $4,296-8.3% |
| Admin fee / account holder | $20,129 | $5,732+251.2% | $9,423+113.6% | $6,918+191.0% |