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 | $65,495 | $65,041+0.7% | $90,951-28.0% | $79,858-18.0% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.0%-17.3pp | 69.6%-17.9pp |
| Annual return | 13.97% | 30.45%-16.5pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $917 | $1,247-26.5% | $2,122-56.8% | $2,471-62.9% |
| Participant deferral / active EE | $3,668 | $2,512+46.0% | $3,373+8.7% | $3,740-1.9% |
| Admin fee / account holder | $23,291 | $4,536+413.5% | $5,959+290.9% | $5,306+338.9% |