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 | $88,610 | $91,190-2.8% | $178,490-50.4% | $79,858+11.0% |
| Participation rate | 22.0% | 69.2%-47.2pp | 81.9%-59.9pp | 69.6%-47.6pp |
| Annual return | 11.63% | 24.19%-12.6pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,758 | $3,236-45.7% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $7,483 | $6,751+10.8% | $13,984-46.5% | $5,306+41.0% |