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 | $67,107 | $79,449-15.5% | $189,557-64.6% | $85,850-21.8% |
| Participation rate | 61.5% | 66.0%-4.4pp | 78.4%-16.9pp | 69.3%-7.8pp |
| Annual return | 11.76% | 18.45%-6.7pp | 64.17%-52.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $651 | $2,081-68.7% | $4,412-85.3% | $2,565-74.6% |
| Participant deferral / active EE | $3,142 | $4,051-22.4% | $6,174-49.1% | $3,952-20.5% |
| Admin fee / account holder | $17,641 | $5,377+228.1% | $9,807+79.9% | $6,260+181.8% |