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 | $83,619 | $71,050+17.7% | $93,606-10.7% | $80,856+3.4% |
| Participation rate | 42.1% | 60.4%-18.3pp | 68.7%-26.6pp | 67.6%-25.5pp |
| Annual return | 12.64% | 11.26%+1.4pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,519 | $4,034-12.8% | $4,411-20.2% | $4,296-18.1% |
| Admin fee / account holder | $27,655 | $6,945+298.2% | $8,285+233.8% | $6,918+299.8% |