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 | $87,583 | $95,416-8.2% | $185,823-52.9% | $85,850+2.0% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 12.17% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,443 | $3,423+0.6% | $5,568-38.2% | $3,952-12.9% |
| Admin fee / account holder | $23,940 | $7,213+231.9% | $16,237+47.4% | $6,260+282.4% |