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 | $91,873 | $91,190+0.7% | $178,490-48.5% | $79,858+15.0% |
| Participation rate | 40.4% | 69.2%-28.8pp | 81.9%-41.5pp | 69.6%-29.2pp |
| Annual return | 13.69% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $971 | $3,256-70.2% | $5,011-80.6% | $2,471-60.7% |
| Participant deferral / active EE | $2,926 | $3,236-9.6% | $5,202-43.8% | $3,740-21.8% |
| Admin fee / account holder | $7,925 | $6,751+17.4% | $13,984-43.3% | $5,306+49.3% |