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 | $97,973 | $117,841-16.9% | $102,423-4.3% | $145,922-32.9% |
| Participation rate | 47.1% | 78.6%-31.5pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 15.80% | 31.65%-15.9pp | 29.32%-13.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,778 | $5,731+140.4% | $5,053+172.7% | $6,688+106.0% |
| Admin fee / account holder | $59,584 | $13,326+347.1% | $9,451+530.5% | $13,397+344.8% |