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 | $85,264 | $127,777-33.3% | $106,548-20.0% | $167,490-49.1% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 12.18% | 33.87%-21.7pp | 26.80%-14.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,450 | $5,087-12.5% | $4,398+1.2% | $6,341-29.8% |
| Admin fee / account holder | $1,747 | $11,228-84.4% | $7,407-76.4% | $12,309-85.8% |