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 | $71,528 | $76,000-5.9% | $154,107-53.6% | $64,186+11.4% |
| Participation rate | 58.3% | 70.4%-12.1pp | 83.0%-24.7pp | 69.6%-11.2pp |
| Annual return | 10.12% | 30.32%-20.2pp | 735.12%-725.0pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,604 | $3,175-18.0% | $5,081-48.7% | $3,470-25.0% |
| Admin fee / account holder | $25,227 | $5,596+350.8% | $13,411+88.1% | $4,888+416.1% |