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 | $79,972 | $95,416-16.2% | $185,823-57.0% | $85,850-6.8% |
| Participation rate | 55.6% | 68.8%-13.2pp | 81.7%-26.1pp | 69.3%-13.8pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,830 | $3,423-46.6% | $5,568-67.1% | $3,952-53.7% |
| Admin fee / account holder | $14,773 | $7,213+104.8% | $16,237-9.0% | $6,260+136.0% |