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 | $71,270 | $49,177+44.9% | $79,464-10.3% | $64,186+11.0% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.6%-21.6pp |
| Annual return | 10.15% | -1.16%+11.3pp | 718.14%-708.0pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,288 | $2,821-18.9% | $3,704-38.2% | $3,470-34.0% |
| Admin fee / account holder | $5,920 | $3,839+54.2% | $5,113+15.8% | $4,888+21.1% |