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 | $91,812 | $91,552+0.3% | $133,956-31.5% | $79,858+15.0% |
| Participation rate | 31.3% | 73.3%-42.1pp | 79.8%-48.6pp | 69.6%-38.4pp |
| Annual return | 13.28% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,217 | $2,384-48.9% | $3,919-68.9% | $2,471-50.7% |
| Participant deferral / active EE | $2,722 | $3,733-27.1% | $5,048-46.1% | $3,740-27.2% |
| Admin fee / account holder | $65,964 | $6,321+943.6% | $8,927+638.9% | $5,306+1143.1% |