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 | $90,742 | $95,803-5.3% | $113,168-19.8% | $84,808+7.0% |
| Participation rate | 58.3% | 72.9%-14.5pp | 76.6%-18.2pp | 68.3%-10.0pp |
| Annual return | 13.24% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,450 | $2,360-38.6% | $2,975-51.3% | $2,631-44.9% |
| Participant deferral / active EE | $2,846 | $4,242-32.9% | $5,107-44.3% | $4,212-32.4% |
| Admin fee / account holder | $20,923 | $8,989+132.8% | $12,068+73.4% | $7,344+184.9% |