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 | $71,875 | $71,516+0.5% | $98,439-27.0% | $71,457+0.6% |
| Participation rate | 43.2% | 72.7%-29.5pp | 75.2%-31.9pp | 67.9%-24.7pp |
| Annual return | 16.74% | 32.41%-15.7pp | 21.16%-4.4pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,408 | $2,399-41.3% | $3,048-53.8% | $2,588-45.6% |
| Participant deferral / active EE | $2,493 | $4,109-39.3% | $4,738-47.4% | $4,289-41.9% |
| Admin fee / account holder | $17,233 | $1,675+929.0% | $8,948+92.6% | $1,587+985.7% |