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 | $72,194 | $69,207+4.3% | $64,056+12.7% | $139,434-48.2% |
| Participation rate | 61.5% | 75.6%-14.1pp | 72.3%-10.8pp | 80.3%-18.8pp |
| Annual return | 10.14% | 45.88%-35.7pp | 33.69%-23.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,306 | $3,182-59.0% | $2,747-52.5% | $4,751-72.5% |
| Participant deferral / active EE | $3,245 | $4,682-30.7% | $3,880-16.4% | $6,710-51.6% |
| Admin fee / account holder | $32,245 | $4,244+659.8% | $3,068+951.0% | $11,403+182.8% |