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 | $57,033 | $58,726-2.9% | $92,233-38.2% | $62,292-8.4% |
| Participation rate | 39.2% | 68.3%-29.1pp | 76.5%-37.3pp | 69.5%-30.3pp |
| Annual return | 14.29% | 43.62%-29.3pp | 176.28%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,400 | $2,392-41.5% | $3,679-62.0% | $2,042-31.4% |
| Participant deferral / active EE | $3,003 | $2,766+8.6% | $3,897-22.9% | $3,169-5.2% |
| Admin fee / account holder | $4,177 | $556+650.6% | $5,194-19.6% | $479+771.3% |