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 | $98,736 | $153,772-35.8% | $133,980-26.3% | $273,961-64.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 3.57% | 36.51%-32.9pp | 29.30%-25.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,965 | $6,029-67.4% | $5,211-62.3% | $4,869-59.6% |
| Participant deferral / active EE | $4,884 | $6,958-29.8% | $6,282-22.3% | $5,287-7.6% |
| Admin fee / account holder | $1,100,137 | $11,765+9251.2% | $9,324+11698.7% | $10,132+10758.1% |