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 | $87,626 | $89,355-1.9% | $141,162-37.9% | $72,985+20.1% |
| Participation rate | 42.1% | 75.1%-33.0pp | 82.5%-40.4pp | 69.5%-27.4pp |
| Annual return | 28.45% | 111.85%-83.4pp | 71.39%-42.9pp | 81.00%-52.6pp |
| Employer contribution / active EE | $1,588 | $3,114-49.0% | $4,735-66.5% | $2,440-34.9% |
| Participant deferral / active EE | $3,159 | $5,418-41.7% | $6,709-52.9% | $3,607-12.4% |
| Admin fee / account holder | $12,218 | $5,958+105.1% | $10,261+19.1% | $5,124+138.4% |