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 | $80,218 | $68,346+17.4% | $94,646-15.2% | $75,163+6.7% |
| Participation rate | 56.4% | 76.1%-19.7pp | 80.8%-24.4pp | 67.2%-10.8pp |
| Annual return | 15.64% | 616.93%-601.3pp | 156.71%-141.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,782 | $6,537-11.6% | $7,418-22.1% | $4,125+40.2% |
| Admin fee / account holder | $2,458 | $5,326-53.8% | $7,231-66.0% | $5,651-56.5% |