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 | $81,078 | $80,968+0.1% | $96,544-16.0% | $75,163+7.9% |
| Participation rate | 19.1% | 71.8%-52.6pp | 76.0%-56.8pp | 67.2%-48.1pp |
| Annual return | 14.65% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,848 | $3,928-53.0% | $4,851-61.9% | $4,125-55.2% |
| Admin fee / account holder | $32,611 | $6,724+385.0% | $8,252+295.2% | $5,651+477.1% |