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 | $86,875 | $83,369+4.2% | $105,223-17.4% | $67,986+27.8% |
| Participation rate | 48.8% | 56.3%-7.5pp | 75.0%-26.2pp | 57.2%-8.4pp |
| Annual return | 15.37% | 24.64%-9.3pp | 180.65%-165.3pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,526 | $3,295+7.0% | $5,072-30.5% | $3,358+5.0% |
| Admin fee / account holder | $9,231 | $4,073+126.7% | $8,859+4.2% | $3,203+188.2% |