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 | $68,526 | $58,828+16.5% | $77,999-12.1% | $62,891+9.0% |
| Participation rate | 64.0% | 71.1%-7.1pp | 75.5%-11.5pp | 69.3%-5.3pp |
| Annual return | 6.47% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,110 | $1,672-33.6% | $2,470-55.1% | $2,281-51.3% |
| Participant deferral / active EE | $2,743 | $2,686+2.2% | $3,497-21.5% | $3,203-14.3% |
| Admin fee / account holder | $19,930 | $4,393+353.7% | $5,480+263.7% | $4,296+364.0% |