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 | $88,967 | $71,050+25.2% | $93,606-5.0% | $80,856+10.0% |
| Participation rate | 30.0% | 60.4%-30.4pp | 68.7%-38.7pp | 67.6%-37.6pp |
| Annual return | 10.93% | 11.26%-0.3pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $836 | $1,564-46.5% | $2,420-65.5% | $2,755-69.7% |
| Participant deferral / active EE | $3,294 | $4,034-18.3% | $4,411-25.3% | $4,296-23.3% |
| Admin fee / account holder | $65,930 | $6,945+849.3% | $8,285+695.8% | $6,918+853.0% |