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 | $102,250 | $89,753+13.9% | $107,525-4.9% | $84,808+20.6% |
| Participation rate | 59.0% | 68.1%-9.1pp | 75.1%-16.1pp | 68.3%-9.3pp |
| Annual return | 14.77% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,626 | $3,113-47.8% | $3,754-56.7% | $2,631-38.2% |
| Participant deferral / active EE | $3,316 | $4,056-18.2% | $5,116-35.2% | $4,212-21.3% |
| Admin fee / account holder | $34,546 | $7,222+378.3% | $8,919+287.3% | $7,344+370.4% |