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 | $131,426 | $48,795+169.3% | $65,493+100.7% | $84,808+55.0% |
| Participation rate | 66.7% | 67.0%-0.3pp | 73.1%-6.4pp | 68.3%-1.6pp |
| Annual return | 15.57% | 20.20%-4.6pp | 982.45%-966.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,307 | $2,928+115.4% | $3,961+59.2% | $4,212+49.8% |
| Admin fee / account holder | $35,057 | $3,877+804.2% | $5,028+597.2% | $7,344+377.4% |