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 | $84,934 | $74,927+13.4% | $101,794-16.6% | $84,808+0.1% |
| Participation rate | 44.7% | 61.4%-16.7pp | 69.2%-24.5pp | 68.3%-23.6pp |
| Annual return | 12.90% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $808 | $1,522-46.9% | $2,289-64.7% | $2,631-69.3% |
| Participant deferral / active EE | $2,696 | $3,099-13.0% | $4,084-34.0% | $4,212-36.0% |
| Admin fee / account holder | $15,307 | $6,514+135.0% | $8,777+74.4% | $7,344+108.4% |