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 | $109,546 | $94,625+15.8% | $116,228-5.7% | $84,808+29.2% |
| Participation rate | 25.0% | 70.4%-45.4pp | 74.6%-49.6pp | 68.3%-43.3pp |
| Annual return | 12.89% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,854 | $3,972-53.3% | $4,953-62.6% | $4,212-56.0% |
| Admin fee / account holder | $6,808 | $10,091-32.5% | $11,989-43.2% | $7,344-7.3% |