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 | $101,835 | $84,556+20.4% | $116,228-12.4% | $74,304+37.1% |
| Participation rate | 47.7% | 66.0%-18.3pp | 74.6%-26.8pp | 60.3%-12.6pp |
| Annual return | 13.84% | 18.35%-4.5pp | 90.06%-76.2pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,830 | $2,168-15.6% | $2,994-38.9% | $2,241-18.3% |
| Participant deferral / active EE | $3,246 | $3,814-14.9% | $4,953-34.5% | $3,767-13.8% |
| Admin fee / account holder | $16,947 | $3,792+346.9% | $11,989+41.4% | $2,969+470.8% |