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 | $111,149 | $107,015+3.9% | $73,545+51.1% | $147,584-24.7% |
| Participation rate | 23.1% | 66.4%-43.3pp | 54.9%-31.9pp | 82.8%-59.8pp |
| Annual return | 17.04% | 38.25%-21.2pp | -15.16%+32.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,839 | $2,462+96.6% | $1,806+167.9% | $5,439-11.0% |
| Admin fee / account holder | $1,138 | $3,055-62.8% | $2,320-50.9% | $10,885-89.5% |