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 | $84,068 | $89,355-5.9% | $141,162-40.4% | $72,985+15.2% |
| Participation rate | 46.3% | 75.1%-28.8pp | 82.5%-36.2pp | 69.5%-23.2pp |
| Annual return | 24.03% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,464 | $3,114-53.0% | $4,735-69.1% | $2,440-40.0% |
| Participant deferral / active EE | $3,961 | $5,418-26.9% | $6,709-41.0% | $3,607+9.8% |
| Admin fee / account holder | $14,157 | $5,958+137.6% | $10,261+38.0% | $5,124+176.3% |