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 | $109,506 | $89,355+22.6% | $141,162-22.4% | $72,985+50.0% |
| Participation rate | 61.8% | 75.1%-13.4pp | 82.5%-20.7pp | 69.5%-7.7pp |
| Annual return | 39.26% | 111.85%-72.6pp | 71.39%-32.1pp | 81.00%-41.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,257 | $5,418+107.8% | $6,709+67.8% | $3,607+212.0% |
| Admin fee / account holder | $1,363 | $5,958-77.1% | $10,261-86.7% | $5,124-73.4% |