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 | $74,485 | $80,731-7.7% | $103,374-27.9% | $74,546-0.1% |
| Participation rate | 45.8% | 65.7%-19.9pp | 74.5%-28.7pp | 67.2%-21.4pp |
| Annual return | 12.20% | 27.56%-15.4pp | 24.89%-12.7pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,577 | $3,158-50.1% | $3,869-59.2% | $2,624-39.9% |
| Participant deferral / active EE | $2,511 | $3,860-34.9% | $5,058-50.3% | $4,347-42.2% |
| Admin fee / account holder | $26,893 | $2,369+1035.4% | $8,394+220.4% | $1,944+1283.7% |