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 | $77,836 | $80,724-3.6% | $103,333-24.7% | $74,495+4.5% |
| Participation rate | 29.9% | 65.7%-35.8pp | 74.5%-44.6pp | 67.2%-37.3pp |
| Annual return | 15.73% | 27.56%-11.8pp | 24.88%-9.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,247 | $3,157-60.5% | $3,868-67.7% | $2,623-52.4% |
| Participant deferral / active EE | $2,331 | $3,860-39.6% | $5,057-53.9% | $4,346-46.4% |
| Admin fee / account holder | $20,652 | $2,368+772.1% | $8,355+147.2% | $1,942+963.6% |