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 | $77,565 | $37,426+107.2% | $77,482+0.1% | $79,858-2.9% |
| Participation rate | 32.9% | 41.5%-8.7pp | 54.2%-21.3pp | 69.6%-36.8pp |
| Annual return | 11.75% | 39.70%-28.0pp | 54.79%-43.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $625 | $637-1.8% | $986-36.6% | $2,471-74.7% |
| Participant deferral / active EE | $1,649 | $1,260+30.9% | $1,861-11.4% | $3,740-55.9% |
| Admin fee / account holder | $7,077 | $2,504+182.6% | $2,858+147.6% | $5,306+33.4% |