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 5-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 | $72,695 | $78,485-7.4% | $106,213-31.6% | $74,495-2.4% |
| Participation rate | 55.2% | 72.8%-17.6pp | 75.3%-20.1pp | 67.2%-12.0pp |
| Annual return | 11.22% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,578 | $2,523-37.5% | $3,171-50.3% | $2,623-39.9% |
| Participant deferral / active EE | $2,815 | $4,322-34.9% | $5,016-43.9% | $4,346-35.2% |
| Admin fee / account holder | $27,836 | $2,232+1147.2% | $11,033+152.3% | $1,942+1333.5% |