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 | $70,328 | $89,355-21.3% | $141,162-50.2% | $72,985-3.6% |
| Participation rate | 24.5% | 75.1%-50.6pp | 82.5%-58.0pp | 69.5%-45.0pp |
| Annual return | 19.36% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,850 | $5,418-28.9% | $6,709-42.6% | $3,607+6.7% |
| Admin fee / account holder | $7,296 | $5,958+22.4% | $10,261-28.9% | $5,124+42.4% |