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 | $77,544 | $88,083-12.0% | $164,813-53.0% | $74,495+4.1% |
| Participation rate | 37.1% | 73.0%-36.0pp | 78.6%-41.5pp | 67.2%-30.1pp |
| Annual return | 15.87% | 17.26%-1.4pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,534 | $2,593-40.9% | $4,341-64.7% | $2,623-41.5% |
| Participant deferral / active EE | $3,267 | $4,498-27.4% | $6,031-45.8% | $4,346-24.8% |
| Admin fee / account holder | $13,437 | $2,234+501.6% | $12,690+5.9% | $1,942+592.0% |