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 | $110,383 | $104,251+5.9% | $91,001+21.3% | $147,584-25.2% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.6%-30.1pp | 82.8%-37.4pp |
| Annual return | 15.49% | 27.06%-11.6pp | 4.60%+10.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $733 | $3,116-76.5% | $2,456-70.2% | $4,876-85.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,975 | $8,948+56.2% | $5,417+158.0% | $10,885+28.4% |