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 | $78,846 | $77,899+1.2% | $149,673-47.3% | $75,163+4.9% |
| Participation rate | 51.5% | 65.6%-14.1pp | 78.8%-27.3pp | 67.2%-15.7pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $603 | $3,137-80.8% | $4,818-87.5% | $2,670-77.4% |
| Participant deferral / active EE | $2,158 | $3,411-36.7% | $5,680-62.0% | $4,125-47.7% |
| Admin fee / account holder | $21,212 | $5,956+256.1% | $13,210+60.6% | $5,651+275.4% |