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 | $110,268 | $62,672+75.9% | $185,117-40.4% | $70,131+57.2% |
| Participation rate | 66.3% | 63.8%+2.5pp | 77.3%-11.0pp | 69.5%-3.2pp |
| Annual return | 18.41% | 40.79%-22.4pp | 40.50%-22.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,870 | $3,272+79.4% | $5,045+16.4% | $3,332+76.2% |
| Admin fee / account holder | $889 | $3,932-77.4% | $8,159-89.1% | $4,645-80.9% |