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 | $122,106 | $71,050+71.9% | $93,606+30.4% | $80,856+51.0% |
| Participation rate | 64.1% | 60.4%+3.7pp | 68.7%-4.6pp | 67.6%-3.5pp |
| Annual return | 16.05% | 11.26%+4.8pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,792 | $4,034-6.0% | $4,411-14.0% | $4,296-11.7% |
| Admin fee / account holder | $20,158 | $6,945+190.3% | $8,285+143.3% | $6,918+191.4% |