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 | $91,529 | $83,337+9.8% | $67,834+34.9% | $273,961-66.6% |
| Participation rate | 55.6% | 76.4%-20.9pp | 68.8%-13.2pp | 83.0%-27.5pp |
| Annual return | 6.93% | 259.45%-252.5pp | 138.47%-131.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,631 | $4,088-60.1% | $3,160-48.4% | $5,287-69.2% |
| Admin fee / account holder | $61,024 | $6,752+803.8% | $4,622+1220.2% | $10,132+502.3% |