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 | $69,186 | $53,018+30.5% | $70,014-1.2% | $62,891+10.0% |
| Participation rate | 41.9% | 67.2%-25.3pp | 71.8%-29.9pp | 69.3%-27.4pp |
| Annual return | 4.99% | 13.35%-8.4pp | 12.99%-8.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,170 | $2,395-51.1% | $2,931-60.1% | $3,203-63.5% |
| Admin fee / account holder | $25,526 | $3,690+591.9% | $4,380+482.8% | $4,296+494.2% |