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 | $93,382 | $62,573+49.2% | $85,682+9.0% | $85,850+8.8% |
| Participation rate | 46.2% | 61.1%-15.0pp | 69.9%-23.7pp | 69.3%-23.2pp |
| Annual return | 11.49% | 23.77%-12.3pp | 21.49%-10.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,693 | $2,802-39.6% | $3,923-56.8% | $3,952-57.2% |
| Admin fee / account holder | $17,503 | $4,640+277.2% | $6,873+154.7% | $6,260+179.6% |