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 | $24,035 | $118,450-79.7% | $98,439-75.6% | $139,434-82.8% |
| Participation rate | 57.1% | 77.4%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 10.57% | 18.94%-8.4pp | 21.16%-10.6pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,413 | $5,392-36.7% | $4,738-28.0% | $6,710-49.1% |
| Admin fee / account holder | $19,144 | $14,026+36.5% | $8,948+114.0% | $11,403+67.9% |