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 | $56,801 | $45,211+25.6% | $56,429+0.7% | $70,131-19.0% |
| Participation rate | 56.0% | 73.6%-17.6pp | 80.0%-24.0pp | 69.5%-13.5pp |
| Annual return | 13.69% | 38.45%-24.8pp | 19.04%-5.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,997 | $2,737-27.0% | $3,405-41.3% | $2,342-14.7% |
| Participant deferral / active EE | $2,580 | $2,735-5.7% | $3,951-34.7% | $3,332-22.6% |
| Admin fee / account holder | $15,221 | $3,027+402.9% | $4,466+240.8% | $4,645+227.7% |