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 | $81,957 | $76,367+7.3% | $93,606-12.4% | $72,985+12.3% |
| Participation rate | 62.8% | 71.7%-9.0pp | 75.8%-13.0pp | 69.5%-6.7pp |
| Annual return | 20.04% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,001 | $3,538-43.4% | $4,069-50.8% | $3,607-44.5% |
| Admin fee / account holder | $11,569 | $6,838+69.2% | $7,888+46.7% | $5,124+125.8% |