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 | $79,109 | $91,407-13.5% | $135,903-41.8% | $71,457+10.7% |
| Participation rate | 46.8% | 75.7%-28.9pp | 81.9%-35.2pp | 67.9%-21.2pp |
| Annual return | 20.82% | 29.90%-9.1pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,916 | $3,703-48.3% | $4,856-60.6% | $2,588-26.0% |
| Participant deferral / active EE | $4,367 | $7,092-38.4% | $7,758-43.7% | $4,289+1.8% |
| Admin fee / account holder | $7,414 | $1,266+485.7% | $10,762-31.1% | $1,587+367.1% |