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 | $121,274 | $88,083+37.7% | $164,813-26.4% | $74,495+62.8% |
| Participation rate | 41.3% | 73.0%-31.7pp | 78.6%-37.3pp | 67.2%-25.9pp |
| Annual return | 12.84% | 17.26%-4.4pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,256 | $4,498-27.6% | $6,031-46.0% | $4,346-25.1% |
| Admin fee / account holder | $10,850 | $2,234+385.8% | $12,690-14.5% | $1,942+458.8% |