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 | $71,448 | $46,869+52.4% | $122,332-41.6% | $70,131+1.9% |
| Participation rate | 43.2% | 58.2%-15.0pp | 71.6%-28.5pp | 69.5%-26.4pp |
| Annual return | 16.84% | 24.22%-7.4pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $995 | $2,166-54.1% | $3,287-69.7% | $3,332-70.1% |
| Admin fee / account holder | $4,916 | $3,322+48.0% | $5,478-10.3% | $4,645+5.8% |