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 | $90,359 | $84,233+7.3% | $170,442-47.0% | $70,131+28.8% |
| Participation rate | 57.4% | 70.8%-13.5pp | 83.6%-26.2pp | 69.5%-12.2pp |
| Annual return | 15.41% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $674 | $3,387-80.1% | $5,433-87.6% | $2,342-71.2% |
| Participant deferral / active EE | $3,053 | $3,086-1.1% | $4,939-38.2% | $3,332-8.4% |
| Admin fee / account holder | $9,910 | $5,698+73.9% | $13,880-28.6% | $4,645+113.3% |