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 | $65,634 | $56,053+17.1% | $75,972-13.6% | $80,856-18.8% |
| Participation rate | 43.7% | 62.0%-18.4pp | 69.1%-25.4pp | 67.6%-24.0pp |
| Annual return | 12.15% | 20.53%-8.4pp | 359.55%-347.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,173 | $1,874-37.4% | $2,685-56.3% | $2,755-57.4% |
| Participant deferral / active EE | $2,626 | $3,052-13.9% | $4,255-38.3% | $4,296-38.9% |
| Admin fee / account holder | $22,086 | $5,234+322.0% | $6,467+241.5% | $6,918+219.3% |