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 | $92,976 | $95,453-2.6% | $112,040-17.0% | $82,448+12.8% |
| Participation rate | 45.9% | 72.8%-26.8pp | 76.5%-30.6pp | 68.1%-22.1pp |
| Annual return | 12.86% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,981 | $4,224-29.4% | $5,098-41.5% | $4,139-28.0% |
| Admin fee / account holder | $19,914 | $9,013+120.9% | $12,098+64.6% | $7,234+175.3% |