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 | $77,047 | $103,949-25.9% | $69,182+11.4% | $273,961-71.9% |
| Participation rate | 18.8% | 67.4%-48.6pp | 55.1%-36.4pp | 83.0%-64.3pp |
| Annual return | 6.15% | 35.28%-29.1pp | -21.93%+28.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,776 | $2,716+2.2% | $1,897+46.3% | $5,287-47.5% |
| Admin fee / account holder | $1,494 | $3,671-59.3% | $2,697-44.6% | $10,132-85.3% |