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 | $79,342 | $95,453-16.9% | $112,040-29.2% | $82,448-3.8% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.5%-16.0pp | 68.1%-7.6pp |
| Annual return | 12.68% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,130 | $4,224-49.6% | $5,098-58.2% | $4,139-48.5% |
| Admin fee / account holder | $15,571 | $9,013+72.8% | $12,098+28.7% | $7,234+115.2% |