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 | $93,317 | $71,050+31.3% | $93,606-0.3% | $80,856+15.4% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.6%-26.7pp |
| Annual return | 11.44% | 11.26%+0.2pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $606 | $1,564-61.2% | $2,420-75.0% | $2,755-78.0% |
| Participant deferral / active EE | $3,052 | $4,034-24.3% | $4,411-30.8% | $4,296-29.0% |
| Admin fee / account holder | $12,679 | $6,945+82.6% | $8,285+53.0% | $6,918+83.3% |