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 | $91,687 | $99,079-7.5% | $77,999+17.5% | $273,961-66.5% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.5%-14.0pp | 83.0%-21.5pp |
| Annual return | 4.76% | 217.93%-213.2pp | 425.96%-421.2pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,563 | $4,306-63.7% | $3,497-55.3% | $5,287-70.4% |
| Admin fee / account holder | $3,917 | $8,954-56.3% | $5,480-28.5% | $10,132-61.3% |