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 | $93,456 | $87,166+7.2% | $76,735+21.8% | $137,256-31.9% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.5%-26.6pp | 80.0%-37.1pp |
| Annual return | 10.83% | 26.50%-15.7pp | 29.77%-18.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,397 | $2,904-51.9% | $2,454-43.1% | $4,156-66.4% |
| Participant deferral / active EE | $2,875 | $4,726-39.2% | $4,088-29.7% | $6,407-55.1% |
| Admin fee / account holder | $37,682 | $8,403+348.4% | $7,189+424.1% | $12,270+207.1% |