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 | $77,617 | $76,367+1.6% | $93,606-17.1% | $72,985+6.3% |
| Participation rate | 48.6% | 71.7%-23.1pp | 75.8%-27.2pp | 69.5%-20.8pp |
| Annual return | 24.63% | 25.82%-1.2pp | 32.76%-8.1pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,019 | $2,275-55.2% | $2,718-62.5% | $2,440-58.2% |
| Participant deferral / active EE | $2,047 | $3,538-42.1% | $4,069-49.7% | $3,607-43.3% |
| Admin fee / account holder | $9,326 | $6,838+36.4% | $7,888+18.2% | $5,124+82.0% |