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 | $74,421 | $102,616-27.5% | $81,983-9.2% | $158,922-53.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.2%-29.2pp | 82.0%-42.0pp |
| Annual return | 14.42% | 61.04%-46.6pp | 41.31%-26.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,034 | $4,648-34.7% | $3,722-18.5% | $5,982-49.3% |
| Admin fee / account holder | $10,476 | $8,235+27.2% | $5,664+85.0% | $11,246-6.8% |