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 | $92,839 | $99,652-6.8% | $78,778+17.8% | $147,584-37.1% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.2%-1.0pp | 82.8%-14.6pp |
| Annual return | 9.69% | 47.28%-37.6pp | 35.62%-25.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,323 | $3,664-36.6% | $2,958-21.5% | $5,439-57.3% |
| Admin fee / account holder | $58,318 | $7,155+715.0% | $5,134+1035.9% | $10,885+435.7% |