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 | $75,450 | $72,277+4.4% | $101,248-25.5% | $79,858-5.5% |
| Participation rate | 41.2% | 68.5%-27.3pp | 75.8%-34.6pp | 69.6%-28.5pp |
| Annual return | 17.29% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,121 | $2,692-58.4% | $3,660-69.4% | $2,471-54.6% |
| Participant deferral / active EE | $1,993 | $3,282-39.3% | $4,370-54.4% | $3,740-46.7% |
| Admin fee / account holder | $13,312 | $4,400+202.5% | $5,945+123.9% | $5,306+150.9% |