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 | $74,926 | $63,703+17.6% | $93,063-19.5% | $82,448-9.1% |
| Participation rate | 29.7% | 63.8%-34.1pp | 72.1%-42.4pp | 68.1%-38.3pp |
| Annual return | 13.87% | -775.43%+789.3pp | 34.15%-20.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,812 | $2,919-37.9% | $3,958-54.2% | $4,139-56.2% |
| Admin fee / account holder | $13,985 | $5,982+133.8% | $6,033+131.8% | $7,234+93.3% |