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 | $106,426 | $109,413-2.7% | $156,263-31.9% | $84,808+25.5% |
| Participation rate | 60.9% | 72.7%-11.8pp | 78.9%-18.0pp | 68.3%-7.4pp |
| Annual return | 16.63% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,356 | $2,907-53.4% | $4,333-68.7% | $2,631-48.5% |
| Participant deferral / active EE | $3,751 | $4,590-18.3% | $6,158-39.1% | $4,212-10.9% |
| Admin fee / account holder | $17,054 | $9,357+82.3% | $14,255+19.6% | $7,344+132.2% |