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 | $61,682 | $49,227+25.3% | $70,449-12.4% | $79,858-22.8% |
| Participation rate | 23.7% | 69.2%-45.5pp | 75.1%-51.4pp | 69.6%-45.9pp |
| Annual return | 12.10% | 30.06%-18.0pp | 109.03%-96.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,935 | $2,768-30.1% | $3,709-47.8% | $3,740-48.3% |
| Admin fee / account holder | $15,073 | $2,878+423.7% | $3,845+292.0% | $5,306+184.1% |