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 | $111,419 | $109,359+1.9% | $162,163-31.3% | $72,985+52.7% |
| Participation rate | 48.1% | 84.3%-36.1pp | 87.6%-39.4pp | 69.5%-21.3pp |
| Annual return | 19.54% | 25.46%-5.9pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,505 | $5,481+36.9% | $7,298+2.8% | $3,607+108.0% |
| Admin fee / account holder | $22,367 | $7,972+180.6% | $10,843+106.3% | $5,124+336.5% |