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 | $114,557 | $116,175-1.4% | $93,606+22.4% | $152,861-25.1% |
| Participation rate | 56.3% | 78.0%-21.8pp | 75.8%-19.6pp | 82.4%-26.2pp |
| Annual return | 17.03% | 35.96%-18.9pp | 32.76%-15.7pp | 345.32%-328.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,037 | $4,603-34.0% | $4,069-25.4% | $5,850-48.1% |
| Admin fee / account holder | $28,440 | $10,748+164.6% | $7,888+260.5% | $11,596+145.3% |