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 | $120,570 | $138,347-12.9% | $184,203-34.5% | $80,856+49.1% |
| Participation rate | 64.5% | 83.9%-19.4pp | 86.8%-22.3pp | 67.6%-3.1pp |
| Annual return | 17.14% | 20.02%-2.9pp | 28.81%-11.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,816 | $7,071+95.4% | $9,131+51.3% | $4,296+221.6% |
| Admin fee / account holder | $5,532 | $10,483-47.2% | $13,901-60.2% | $6,918-20.0% |