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 | $79,268 | $87,540-9.4% | $75,781+4.6% | $125,391-36.8% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | 1.47% | 13.48%-12.0pp | 9.68%-8.2pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,408 | $3,930-64.2% | $3,323-57.6% | $4,866-71.1% |
| Participant deferral / active EE | $2,900 | $4,229-31.4% | $3,651-20.6% | $5,352-45.8% |
| Admin fee / account holder | $60,114 | $6,502+824.6% | $5,299+1034.4% | $9,540+530.1% |