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 | $95,342 | $78,422+21.6% | $95,952-0.6% | $79,858+19.4% |
| Participation rate | 66.2% | 73.5%-7.3pp | 77.1%-10.9pp | 69.6%-3.4pp |
| Annual return | 11.92% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,390 | $3,440-1.4% | $4,167-18.6% | $3,740-9.3% |
| Admin fee / account holder | $11,268 | $5,622+100.4% | $6,795+65.8% | $5,306+112.3% |