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 | $73,945 | $78,705-6.0% | $117,854-37.3% | $70,131+5.4% |
| Participation rate | 27.3% | 73.2%-45.9pp | 79.7%-52.4pp | 69.5%-42.3pp |
| Annual return | 13.28% | 23.30%-10.0pp | 335.08%-321.8pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,174 | $3,297-34.1% | $4,482-51.5% | $3,332-34.8% |
| Admin fee / account holder | $41,234 | $5,065+714.0% | $8,020+414.1% | $4,645+787.6% |