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 | $126,705 | $89,355+41.8% | $141,162-10.2% | $72,985+73.6% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 23.25% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,310 | $5,418+90.3% | $6,709+53.7% | $3,607+185.8% |
| Admin fee / account holder | $10,973 | $5,958+84.2% | $10,261+6.9% | $5,124+114.1% |