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 3-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 | $68,172 | $71,516-4.7% | $98,439-30.7% | $71,457-4.6% |
| Participation rate | 41.7% | 72.7%-31.0pp | 75.2%-33.4pp | 67.9%-26.2pp |
| Annual return | 23.86% | 32.41%-8.6pp | 21.16%+2.7pp | 28.85%-5.0pp |
| Employer contribution / active EE | $2,318 | $2,399-3.4% | $3,048-24.0% | $2,588-10.4% |
| Participant deferral / active EE | $2,634 | $4,109-35.9% | $4,738-44.4% | $4,289-38.6% |
| Admin fee / account holder | $79,817 | $1,675+4665.8% | $8,948+792.1% | $1,587+4928.5% |