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 | $82,331 | $63,346+30.0% | $92,233-10.7% | $70,131+17.4% |
| Participation rate | 48.8% | 68.7%-19.8pp | 76.5%-27.6pp | 69.5%-20.7pp |
| Annual return | 17.90% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,416 | $2,854+124.8% | $3,897+64.7% | $3,332+92.6% |
| Admin fee / account holder | $11,561 | $3,840+201.1% | $5,194+122.6% | $4,645+148.9% |