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 | $88,615 | $74,927+18.3% | $101,794-12.9% | $84,808+4.5% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.2%-24.4pp | 68.3%-23.5pp |
| Annual return | 16.97% | 18.70%-1.7pp | 30.53%-13.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $513 | $1,522-66.3% | $2,289-77.6% | $2,631-80.5% |
| Participant deferral / active EE | $3,303 | $3,099+6.6% | $4,084-19.1% | $4,212-21.6% |
| Admin fee / account holder | $34,343 | $6,514+427.2% | $8,777+291.3% | $7,344+367.7% |