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 | $105,837 | $61,605+71.8% | $112,229-5.7% | $75,163+40.8% |
| Participation rate | 57.8% | 61.7%-3.9pp | 72.4%-14.7pp | 67.2%-9.4pp |
| Annual return | 13.00% | 28.47%-15.5pp | 30.20%-17.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,261 | $3,108+101.4% | $4,798+30.5% | $4,125+51.8% |
| Admin fee / account holder | $19,912 | $4,862+309.5% | $7,748+157.0% | $5,651+252.4% |