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 | $103,339 | $100,901+2.4% | $75,670+36.6% | $147,584-30.0% |
| Participation rate | 63.6% | 77.1%-13.5pp | 72.3%-8.7pp | 82.8%-19.2pp |
| Annual return | 35.86% | 35.78%+0.1pp | 27.34%+8.5pp | 578.55%-542.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,901 | $4,027-52.8% | $3,142-39.5% | $5,439-65.0% |
| Admin fee / account holder | $20,455 | $11,285+81.3% | $5,800+252.7% | $10,885+87.9% |