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 | $82,786 | $58,828+40.7% | $77,999+6.1% | $62,891+31.6% |
| Participation rate | 59.3% | 71.1%-11.8pp | 75.5%-16.3pp | 69.3%-10.0pp |
| Annual return | 4.82% | 17.16%-12.3pp | 425.96%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,590 | $2,686-40.8% | $3,497-54.5% | $3,203-50.4% |
| Admin fee / account holder | $25,409 | $4,393+478.4% | $5,480+363.6% | $4,296+491.5% |