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 | $74,882 | $63,299+18.3% | $91,001-17.7% | $62,292+20.2% |
| Participation rate | 22.4% | 73.3%-50.9pp | 75.6%-53.2pp | 69.5%-47.1pp |
| Annual return | 17.00% | 20.99%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,067 | $1,807-41.0% | $2,456-56.6% | $2,042-47.8% |
| Participant deferral / active EE | $1,978 | $2,943-32.8% | $3,547-44.2% | $3,169-37.6% |
| Admin fee / account holder | $8,748 | $468+1770.5% | $5,417+61.5% | $479+1724.9% |