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 | $97,930 | $125,758-22.1% | $169,993-42.4% | $75,163+30.3% |
| Participation rate | 65.6% | 83.6%-18.0pp | 87.0%-21.4pp | 67.2%-1.6pp |
| Annual return | 13.73% | 27.20%-13.5pp | 53.37%-39.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,613 | $6,837-17.9% | $10,408-46.1% | $4,125+36.1% |
| Admin fee / account holder | $39,604 | $8,173+384.5% | $12,815+209.0% | $5,651+600.8% |