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 | $80,286 | $65,365+22.8% | $92,893-13.6% | $72,985+10.0% |
| Participation rate | 60.9% | 68.3%-7.4pp | 76.0%-15.1pp | 69.5%-8.6pp |
| Annual return | 19.12% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,280 | $3,128+36.8% | $4,236+1.0% | $3,607+18.6% |
| Admin fee / account holder | $11,196 | $4,251+163.4% | $5,794+93.2% | $5,124+118.5% |