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 | $82,119 | $87,870-6.5% | $113,168-27.4% | $74,304+10.5% |
| Participation rate | 69.2% | 70.7%-1.6pp | 76.6%-7.4pp | 60.3%+8.8pp |
| Annual return | 15.75% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $986 | $2,277-56.7% | $2,975-66.9% | $2,241-56.0% |
| Participant deferral / active EE | $3,399 | $4,241-19.8% | $5,107-33.4% | $3,767-9.8% |
| Admin fee / account holder | $15,669 | $3,368+365.2% | $12,068+29.8% | $2,969+427.8% |