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 | $93,674 | $102,204-8.3% | $145,661-35.7% | $85,563+9.5% |
| Participation rate | 36.5% | 70.6%-34.1pp | 77.2%-40.7pp | 66.0%-29.5pp |
| Annual return | 15.97% | 16.68%-0.7pp | 101.46%-85.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $934 | $3,600-74.1% | $4,238-78.0% | $2,654-64.8% |
| Participant deferral / active EE | $1,568 | $5,729-72.6% | $7,198-78.2% | $4,375-64.2% |
| Admin fee / account holder | $1,390 | $647+114.8% | $12,466-88.9% | $834+66.6% |