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 | $64,282 | $85,202-24.6% | $172,739-62.8% | $72,985-11.9% |
| Participation rate | 56.7% | 70.1%-13.4pp | 82.6%-26.0pp | 69.5%-12.8pp |
| Annual return | 20.23% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,681 | $3,260-48.4% | $5,198-67.7% | $3,607-53.4% |
| Admin fee / account holder | $9,747 | $5,884+65.7% | $13,954-30.1% | $5,124+90.2% |