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 | $83,954 | $103,949-19.2% | $69,182+21.4% | $273,961-69.4% |
| Participation rate | 22.2% | 67.4%-45.1pp | 55.1%-32.9pp | 83.0%-60.8pp |
| Annual return | 5.93% | 35.28%-29.3pp | -21.93%+27.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $719 | $1,783-59.7% | $1,206-40.4% | $4,869-85.2% |
| Participant deferral / active EE | $1,200 | $2,716-55.8% | $1,897-36.7% | $5,287-77.3% |
| Admin fee / account holder | $16,395 | $3,671+346.7% | $2,697+507.9% | $10,132+61.8% |