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 | $81,069 | $81,248-0.2% | $155,509-47.9% | $80,856+0.3% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 13.47% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $618 | $3,100-80.1% | $4,672-86.8% | $2,755-77.6% |
| Participant deferral / active EE | $1,840 | $3,452-46.7% | $5,626-67.3% | $4,296-57.2% |
| Admin fee / account holder | $18,352 | $7,997+129.5% | $15,912+15.3% | $6,918+165.3% |