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 | $75,799 | $89,355-15.2% | $141,162-46.3% | $72,985+3.9% |
| Participation rate | 57.6% | 75.1%-17.5pp | 82.5%-24.8pp | 69.5%-11.9pp |
| Annual return | 22.68% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,906 | $5,418+82.8% | $6,709+47.7% | $3,607+174.6% |
| Admin fee / account holder | $7,274 | $5,958+22.1% | $10,261-29.1% | $5,124+41.9% |