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 | $99,976 | $102,317-2.3% | $146,958-32.0% | $80,856+23.6% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 23.70% | 134.76%-111.1pp | 418.34%-394.6pp | 35.59%-11.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,321 | $6,644-19.9% | $8,070-34.1% | $4,296+23.9% |
| Admin fee / account holder | $7,797 | $7,941-1.8% | $12,998-40.0% | $6,918+12.7% |