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 | $93,895 | $109,881-14.5% | $150,045-37.4% | $84,808+10.7% |
| Participation rate | 56.1% | 76.1%-20.0pp | 82.3%-26.2pp | 68.3%-12.2pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,276 | $6,636-5.4% | $7,997-21.5% | $4,212+49.0% |
| Admin fee / account holder | $15,720 | $8,568+83.5% | $13,435+17.0% | $7,344+114.1% |