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 | $102,525 | $79,449+29.0% | $189,557-45.9% | $85,850+19.4% |
| Participation rate | 58.3% | 66.0%-7.7pp | 78.4%-20.1pp | 69.3%-11.0pp |
| Annual return | 15.43% | 18.45%-3.0pp | 64.17%-48.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $581 | $2,081-72.1% | $4,412-86.8% | $2,565-77.4% |
| Participant deferral / active EE | $3,874 | $4,051-4.4% | $6,174-37.2% | $3,952-2.0% |
| Admin fee / account holder | $27,932 | $5,377+419.5% | $9,807+184.8% | $6,260+346.2% |