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 | $67,911 | $91,190-25.5% | $178,490-62.0% | $79,858-15.0% |
| Participation rate | 65.4% | 69.2%-3.8pp | 81.9%-16.5pp | 69.6%-4.2pp |
| Annual return | 11.24% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,549 | $3,256-52.4% | $5,011-69.1% | $2,471-37.3% |
| Participant deferral / active EE | $2,984 | $3,236-7.8% | $5,202-42.6% | $3,740-20.2% |
| Admin fee / account holder | $24,809 | $6,751+267.5% | $13,984+77.4% | $5,306+367.5% |