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 | $55,829 | $55,706+0.2% | $75,886-26.4% | $72,985-23.5% |
| Participation rate | 23.1% | 61.1%-38.1pp | 69.3%-46.2pp | 69.5%-46.4pp |
| Annual return | 17.99% | 27.59%-9.6pp | 30.76%-12.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $987 | $2,634-62.5% | $3,603-72.6% | $3,607-72.6% |
| Admin fee / account holder | $11,098 | $3,978+179.0% | $5,418+104.8% | $5,124+116.6% |