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 | $112,944 | $98,750+14.4% | $149,696-24.6% | $79,858+41.4% |
| Participation rate | 46.0% | 75.8%-29.8pp | 82.5%-36.5pp | 69.6%-23.6pp |
| Annual return | 26.73% | 27.43%-0.7pp | 276.60%-249.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,942 | $5,680-48.2% | $6,842-57.0% | $3,740-21.3% |
| Admin fee / account holder | $535 | $6,053-91.2% | $9,309-94.3% | $5,306-89.9% |