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 | $87,257 | $76,050+14.7% | $96,544-9.6% | $71,457+22.1% |
| Participation rate | 53.7% | 74.4%-20.7pp | 76.0%-22.2pp | 67.9%-14.2pp |
| Annual return | 20.49% | 22.81%-2.3pp | 25.84%-5.4pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,121 | $2,244-50.0% | $2,965-62.2% | $2,588-56.7% |
| Participant deferral / active EE | $3,019 | $4,215-28.4% | $4,851-37.8% | $4,289-29.6% |
| Admin fee / account holder | $12,630 | $2,707+366.5% | $8,252+53.0% | $1,587+695.7% |