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 | $105,496 | $101,724+3.7% | $164,813-36.0% | $80,856+30.5% |
| Participation rate | 41.3% | 71.8%-30.6pp | 78.6%-37.3pp | 67.6%-26.4pp |
| Annual return | 10.72% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $992 | $2,953-66.4% | $4,341-77.2% | $2,755-64.0% |
| Participant deferral / active EE | $3,835 | $4,477-14.3% | $6,031-36.4% | $4,296-10.7% |
| Admin fee / account holder | $32,222 | $8,227+291.6% | $12,690+153.9% | $6,918+365.8% |