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 | $94,455 | $109,359-13.6% | $162,163-41.8% | $72,985+29.4% |
| Participation rate | 69.4% | 84.3%-14.8pp | 87.6%-18.1pp | 69.5%-0.1pp |
| Annual return | 18.39% | 25.46%-7.1pp | 115.59%-97.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,040 | $5,481-8.1% | $7,298-30.9% | $3,607+39.7% |
| Admin fee / account holder | $8,560 | $7,972+7.4% | $10,843-21.1% | $5,124+67.0% |