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 | $95,603 | $63,346+50.9% | $92,233+3.7% | $70,131+36.3% |
| Participation rate | 55.1% | 68.7%-13.6pp | 76.5%-21.4pp | 69.5%-14.4pp |
| Annual return | 13.91% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,081 | $2,854+43.0% | $3,897+4.7% | $3,332+22.5% |
| Admin fee / account holder | $10,801 | $3,840+181.3% | $5,194+108.0% | $4,645+132.5% |