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 | $89,421 | $96,484-7.3% | $156,263-42.8% | $74,304+20.3% |
| Participation rate | 54.1% | 67.7%-13.6pp | 78.9%-24.9pp | 60.3%-6.3pp |
| Annual return | 16.98% | 17.73%-0.8pp | 59.47%-42.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $771 | $2,528-69.5% | $4,333-82.2% | $2,241-65.6% |
| Participant deferral / active EE | $3,883 | $4,286-9.4% | $6,158-36.9% | $3,767+3.1% |
| Admin fee / account holder | $12,668 | $3,728+239.8% | $14,255-11.1% | $2,969+326.7% |