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 | $70,286 | $61,774+13.8% | $97,226-27.7% | $80,856-13.1% |
| Participation rate | 24.2% | 63.5%-39.3pp | 72.7%-48.4pp | 67.6%-43.4pp |
| Annual return | 12.16% | -557.90%+570.1pp | 75.13%-63.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $596 | $1,837-67.5% | $2,729-78.2% | $2,755-78.4% |
| Participant deferral / active EE | $982 | $3,029-67.6% | $4,264-77.0% | $4,296-77.2% |
| Admin fee / account holder | $7,088 | $5,166+37.2% | $5,654+25.4% | $6,918+2.5% |