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 | $63,582 | $84,556-24.8% | $116,228-45.3% | $74,304-14.4% |
| Participation rate | 52.2% | 66.0%-13.8pp | 74.6%-22.3pp | 60.3%-8.1pp |
| Annual return | 16.34% | 18.35%-2.0pp | 90.06%-73.7pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,506 | $2,168+15.6% | $2,994-16.3% | $2,241+11.8% |
| Participant deferral / active EE | $3,783 | $3,814-0.8% | $4,953-23.6% | $3,767+0.4% |
| Admin fee / account holder | $28,469 | $3,792+650.8% | $11,989+137.5% | $2,969+858.9% |