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 | $92,295 | $101,069-8.7% | $81,478+13.3% | $147,584-37.5% |
| Participation rate | 54.5% | 74.5%-19.9pp | 68.0%-13.4pp | 82.8%-28.3pp |
| Annual return | 14.36% | 32.40%-18.0pp | 38.78%-24.4pp | 578.55%-564.2pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,850 | $4,242-32.8% | $3,537-19.4% | $5,439-47.6% |
| Admin fee / account holder | $47,664 | $5,812+720.1% | $4,561+945.0% | $10,885+337.9% |