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 | $81,055 | $80,724+0.4% | $103,333-21.6% | $74,495+8.8% |
| Participation rate | 50.4% | 65.7%-15.3pp | 74.5%-24.1pp | 67.2%-16.8pp |
| Annual return | 13.54% | 27.56%-14.0pp | 24.88%-11.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,784 | $3,157-43.5% | $3,868-53.9% | $2,623-32.0% |
| Participant deferral / active EE | $3,008 | $3,860-22.1% | $5,057-40.5% | $4,346-30.8% |
| Admin fee / account holder | $8,809 | $2,368+272.0% | $8,355+5.4% | $1,942+353.7% |