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 | $84,949 | $97,044-12.5% | $83,333+1.9% | $135,375-37.2% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 2.89% | 12.31%-9.4pp | 10.63%-7.7pp | 519.73%-516.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,454 | $5,964+8.2% | $5,565+16.0% | $5,609+15.1% |
| Admin fee / account holder | $65,906 | $8,380+686.5% | $7,510+777.5% | $10,827+508.7% |