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 | $76,000 | $77,899-2.4% | $149,673-49.2% | $75,163+1.1% |
| Participation rate | 54.2% | 65.6%-11.4pp | 78.8%-24.6pp | 67.2%-13.0pp |
| Annual return | 13.99% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,416 | $3,411+0.1% | $5,680-39.9% | $4,125-17.2% |
| Admin fee / account holder | $443 | $5,956-92.6% | $13,210-96.6% | $5,651-92.2% |