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 | $123,735 | $105,181+17.6% | $159,436-22.4% | $85,850+44.1% |
| Participation rate | 49.4% | 75.8%-26.4pp | 82.8%-33.5pp | 69.3%-20.0pp |
| Annual return | 14.87% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,276 | $5,945-28.1% | $7,352-41.8% | $3,952+8.2% |
| Admin fee / account holder | $3,133 | $6,933-54.8% | $10,799-71.0% | $6,260-50.0% |