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 | $74,575 | $77,634-3.9% | $156,549-52.4% | $62,891+18.6% |
| Participation rate | 45.2% | 71.2%-26.0pp | 84.0%-38.8pp | 69.3%-24.1pp |
| Annual return | 6.03% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,455 | $3,444-57.8% | $5,501-73.6% | $2,281-36.2% |
| Participant deferral / active EE | $2,944 | $3,045-3.3% | $4,871-39.6% | $3,203-8.1% |
| Admin fee / account holder | $30,881 | $5,561+455.3% | $13,027+137.0% | $4,296+618.9% |