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 | $116,924 | $99,032+18.1% | $80,019+46.1% | $135,375-13.6% |
| Participation rate | 58.3% | 78.4%-20.0pp | 75.8%-17.5pp | 82.6%-24.3pp |
| Annual return | 9.66% | 15.39%-5.7pp | 11.22%-1.6pp | 519.73%-510.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,845 | $4,282-56.9% | $3,686-49.9% | $5,609-67.1% |
| Admin fee / account holder | $21,101 | $10,436+102.2% | $6,521+223.6% | $10,827+94.9% |