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 | $101,028 | $77,899+29.7% | $149,673-32.5% | $75,163+34.4% |
| Participation rate | 46.8% | 65.6%-18.8pp | 78.8%-32.0pp | 67.2%-20.4pp |
| Annual return | 21.71% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,241 | $3,411-34.3% | $5,680-60.5% | $4,125-45.7% |
| Admin fee / account holder | $955 | $5,956-84.0% | $13,210-92.8% | $5,651-83.1% |