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 | $66,906 | $76,552-12.6% | $123,892-46.0% | $62,891+6.4% |
| Participation rate | 54.7% | 73.0%-18.3pp | 81.4%-26.7pp | 69.3%-14.6pp |
| Annual return | 6.86% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,003 | $4,840-17.3% | $5,984-33.1% | $3,203+25.0% |
| Admin fee / account holder | $9,693 | $4,826+100.9% | $8,357+16.0% | $4,296+125.6% |