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 | $71,096 | $77,634-8.4% | $156,549-54.6% | $62,891+13.0% |
| Participation rate | 56.9% | 71.2%-14.3pp | 84.0%-27.2pp | 69.3%-12.4pp |
| Annual return | 7.24% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,346 | $3,444-60.9% | $5,501-75.5% | $2,281-41.0% |
| Participant deferral / active EE | $3,034 | $3,045-0.4% | $4,871-37.7% | $3,203-5.3% |
| Admin fee / account holder | $17,144 | $5,561+208.3% | $13,027+31.6% | $4,296+299.1% |