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 | $65,763 | $66,098-0.5% | $101,794-35.4% | $74,304-11.5% |
| Participation rate | 56.0% | 53.8%+2.2pp | 69.2%-13.2pp | 60.3%-4.4pp |
| Annual return | 16.29% | 19.59%-3.3pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $841 | $1,082-22.3% | $2,289-63.3% | $2,241-62.5% |
| Participant deferral / active EE | $4,298 | $2,781+54.6% | $4,084+5.3% | $3,767+14.1% |
| Admin fee / account holder | $14,090 | $4,146+239.9% | $8,777+60.5% | $2,969+374.6% |