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 | $103,911 | $86,944+19.5% | $107,525-3.4% | $74,304+39.8% |
| Participation rate | 50.5% | 59.6%-9.0pp | 75.1%-24.6pp | 60.3%-9.8pp |
| Annual return | 14.83% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,448 | $3,554+53.3% | $5,116+6.5% | $3,767+44.6% |
| Admin fee / account holder | $11,726 | $3,727+214.7% | $8,919+31.5% | $2,969+295.0% |