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 | $103,333 | $66,302+55.9% | $110,238-6.3% | $56,287+83.6% |
| Participation rate | 65.0% | 74.9%-9.9pp | 79.8%-14.8pp | 69.9%-4.9pp |
| Annual return | 11.16% | -1.18%+12.3pp | 314.74%-303.6pp | -9.96%+21.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,227 | $3,381-34.1% | $4,672-52.3% | $3,350-33.5% |
| Admin fee / account holder | $7,559 | $698+982.2% | $8,547-11.6% | $521+1351.0% |