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 | $81,470 | $69,977+16.4% | $108,579-25.0% | $62,891+29.5% |
| Participation rate | 47.5% | 72.9%-25.4pp | 79.6%-32.1pp | 69.3%-21.8pp |
| Annual return | 10.11% | 10.73%-0.6pp | -51.70%+61.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,787 | $3,165-11.9% | $4,311-35.4% | $3,203-13.0% |
| Admin fee / account holder | $10,528 | $5,076+107.4% | $7,645+37.7% | $4,296+145.1% |