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 | $96,428 | $64,324+49.9% | $118,925-18.9% | $79,858+20.7% |
| Participation rate | 65.5% | 64.9%+0.7pp | 75.4%-9.9pp | 69.6%-4.1pp |
| Annual return | 10.41% | 86.45%-76.0pp | 35.88%-25.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,969 | $2,824-30.3% | $4,265-53.8% | $3,740-47.3% |
| Admin fee / account holder | $10,065 | $4,040+149.1% | $6,581+53.0% | $5,306+89.7% |