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 | $92,450 | $89,753+3.0% | $107,525-14.0% | $84,808+9.0% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 13.80% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,008 | $3,113-35.5% | $3,754-46.5% | $2,631-23.7% |
| Participant deferral / active EE | $3,780 | $4,056-6.8% | $5,116-26.1% | $4,212-10.3% |
| Admin fee / account holder | $20,638 | $7,222+185.8% | $8,919+131.4% | $7,344+181.0% |