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 | $83,596 | $80,724+3.6% | $103,333-19.1% | $74,495+12.2% |
| Participation rate | 44.0% | 65.7%-21.7pp | 74.5%-30.5pp | 67.2%-23.2pp |
| Annual return | 14.88% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,778 | $3,860-28.0% | $5,057-45.1% | $4,346-36.1% |
| Admin fee / account holder | $8,665 | $2,368+265.9% | $8,355+3.7% | $1,942+346.2% |