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 | $102,548 | $117,841-13.0% | $102,423+0.1% | $145,922-29.7% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 11.96% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,919 | $5,731-66.5% | $5,053-62.0% | $6,688-71.3% |
| Admin fee / account holder | $43,194 | $13,326+224.1% | $9,451+357.0% | $13,397+222.4% |