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 | $85,921 | $77,503+10.9% | $100,391-14.4% | $80,856+6.3% |
| Participation rate | 57.5% | 76.9%-19.4pp | 81.5%-24.0pp | 67.6%-10.1pp |
| Annual return | 12.35% | 37.20%-24.9pp | 49.20%-36.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,039 | $6,820-11.4% | $8,082-25.3% | $4,296+40.6% |
| Admin fee / account holder | $18,048 | $5,897+206.0% | $7,899+128.5% | $6,918+160.9% |