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 | $76,439 | $65,376+16.9% | $87,100-12.2% | $65,185+17.3% |
| Participation rate | 58.6% | 75.3%-16.7pp | 76.9%-18.2pp | 70.2%-11.6pp |
| Annual return | 20.90% | 31.27%-10.4pp | 28.19%-7.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $965 | $1,822-47.0% | $2,521-61.7% | $2,177-55.7% |
| Participant deferral / active EE | $1,982 | $3,388-41.5% | $4,049-51.0% | $3,514-43.6% |
| Admin fee / account holder | $12,114 | $520+2230.9% | $7,497+61.6% | $847+1330.1% |