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 | $116,902 | $109,881+6.4% | $150,045-22.1% | $84,808+37.8% |
| Participation rate | 46.9% | 76.1%-29.2pp | 82.3%-35.4pp | 68.3%-21.4pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,612 | $3,561-54.7% | $4,693-65.6% | $2,631-38.7% |
| Participant deferral / active EE | $3,829 | $6,636-42.3% | $7,997-52.1% | $4,212-9.1% |
| Admin fee / account holder | $90,401 | $8,568+955.1% | $13,435+572.9% | $7,344+1131.0% |