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 | $80,282 | $127,065-36.8% | $113,168-29.1% | $142,382-43.6% |
| Participation rate | 45.8% | 79.2%-33.4pp | 76.6%-30.7pp | 80.1%-34.3pp |
| Annual return | 12.32% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,298 | $3,442-62.3% | $2,975-56.4% | $4,299-69.8% |
| Participant deferral / active EE | $1,828 | $5,716-68.0% | $5,107-64.2% | $6,507-71.9% |
| Admin fee / account holder | $35,027 | $15,736+122.6% | $12,068+190.3% | $12,624+177.5% |