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 | $99,165 | $58,879+68.4% | $178,490-44.4% | $73,488+34.9% |
| Participation rate | 41.4% | 66.2%-24.8pp | 81.9%-40.5pp | 70.7%-29.3pp |
| Annual return | 10.98% | 24.86%-13.9pp | 151.07%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $583 | $2,236-73.9% | $5,011-88.4% | $2,270-74.3% |
| Participant deferral / active EE | $2,737 | $2,567+6.6% | $5,202-47.4% | $3,740-26.8% |
| Admin fee / account holder | $14,850 | $400+3609.5% | $13,984+6.2% | $513+2794.3% |