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 | $75,816 | $91,407-17.1% | $135,903-44.2% | $71,457+6.1% |
| Participation rate | 53.3% | 75.7%-22.3pp | 81.9%-28.6pp | 67.9%-14.6pp |
| Annual return | 29.06% | 29.90%-0.8pp | 68.23%-39.2pp | 28.85%+0.2pp |
| Employer contribution / active EE | $1,390 | $3,703-62.5% | $4,856-71.4% | $2,588-46.3% |
| Participant deferral / active EE | $3,164 | $7,092-55.4% | $7,758-59.2% | $4,289-26.2% |
| Admin fee / account holder | $10,540 | $1,266+732.7% | $10,762-2.1% | $1,587+564.0% |