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 | $93,945 | $51,638+81.9% | $68,368+37.4% | $82,448+13.9% |
| Participation rate | 56.3% | 63.6%-7.4pp | 73.8%-17.5pp | 68.1%-11.8pp |
| Annual return | 14.13% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,379 | $2,914-18.3% | $4,123-42.3% | $4,139-42.5% |
| Admin fee / account holder | $8,583 | $4,643+84.8% | $5,150+66.7% | $7,234+18.6% |